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Update new Salesforce opportunities in ClicData

  1. When this happensStep 1: New Record

  2. 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

  1. A Salesforce account is updated to include new or revised opportunity information
  2. Zapier reloads the relevant table in your ClicData account

Apps involved

  • Salesforce
  • ClicData

Connect ClicData + Salesforce in Minutes

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