Coordinate + Salesforce
Create new Coordinate projects from new Salesforce records
Whenever a new record appears in Salesforce, this workflow will streamline your process by promptly establishing a new project in Coordinate. This provides a seamless connection between your sales records and project management, offering effortless organization and efficiency. Benefit from real-time updates, and ensure key data from your sales is immediately put into action as an actionable project in your management tool.
Whenever a new record appears in Salesforce, this workflow will streamline your process by promptly establishing a new project in Coordinate. This provides a seamless connection between your sales records and project management, offering effortless organization and efficiency. Benefit from real-time updates, and ensure key data from your sales is immediately put into action as an actionable project in your management tool.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Project
Creates a Project
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