Cardtapp + Salesforce
Create new Salesforce records when tappers are created in Cardtapp
Streamline your workflow with this helpful automation which prompts a new record in Salesforce every time a Tapper is created in the Cardtapp app. Stay organized and efficient as this process takes the manual effort out of updating your CRM. Enjoy a simplified work routine that gives you more time to focus on strategic tasks.
Streamline your workflow with this helpful automation which prompts a new record in Salesforce every time a Tapper is created in the Cardtapp app. Stay organized and efficient as this process takes the manual effort out of updating your CRM. Enjoy a simplified work routine that gives you more time to focus on strategic tasks.
- When this happens...Tapper Created
Triggers when a new Tapper is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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