Crystal Ball + Salesforce
Create annotations in Crystal Ball from updated Salesforce records
Do you have essential records on Salesforce you need to track? With this Zap in place, you can automatically add an annotation to Crystal Ball whenever a record is updated in Salesforce.
Do you have essential records on Salesforce you need to track? With this Zap in place, you can automatically add an annotation to Crystal Ball whenever a record is updated in Salesforce.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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About Crystal Ball
Crystal Ball helps highlight valuable data insights by simplifying and automating the tracking of actions and events
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
