Update new Salesforce opportunities in ClicData
When this happensStep 1: New Record
Then do thisStep 2: Reload Data
To maximise your sales potential it's important to ensure that you are aware of all new opportunities as they occur, when a user is creating an opportunity on Salesforce, ClicData will refresh the connected Salesforce tables automatically.
Note: This integration will use a data refresh each time it is triggered, please be aware of your allocated monthly refresh allowance.
How this Salesforce-ClicData integration works
- A Salesforce account is updated to include new or revised opportunity information
- Zapier reloads the relevant table in your ClicData account