How to connect Clust + Salesforce
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Template
Trigger only applications related to the provided template.
Try ItTemplate
Trigger only applications related to the following template.
Try ItTemplate
Trigger only applications related to the following template.
Try ItTemplate
Trigger only applications related to the following template.
Try It
Template
Trigger only applications related to the following template.
Try ItTemplate
Trigger only applications related to the following template.
Try ItTemplate
Trigger only applications related to the provided template.
Try ItTemplate NameRequired
Enter the template you will like to use
Recipient First NameRequired
Recipient Last NameRequired
Recipient EmailRequired
Recipient Phone
Recipient Company
Recipient custom info
Custom field if defined in template
Notify recipientRequired
If yes, the the recipient will be notified by email.
Owner Email
Specify the email of the owner of the created application (optional)
Internal reference
Reference used internally in your team
Tags
Enter the list of tags (comma-separated)
How Clust + Salesforce Integrations Work
- Step 1: Authenticate Clust and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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