Casebook + Salesforce
Generate intake reports in Casebook from newly-updated fields in Salesforce
Set up this integration to automatically send data to a Casebook intake report when information is modified or added to a field in Salesforce. Large, centralized call centers can pass data collected by a call taker in Salesforce to Casebook, reducing manual effort and the potential for misdirected information.
Set up this integration to automatically send data to a Casebook intake report when information is modified or added to a field in Salesforce. Large, centralized call centers can pass data collected by a call taker in Salesforce to Casebook, reducing manual effort and the potential for misdirected information.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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