Customers.ai + Salesforce
Add contacts to Customers.ai automations from newly updated fields on Salesforce records
Whenever a new Salesforce contact's information is updated, a Customers.ai automation will begin right away. This is helpful to keep them in a funnel without any extra effort.
Whenever a new Salesforce contact's information is updated, a Customers.ai automation will begin right away. This is helpful to keep them in a funnel without any extra effort.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Add Contact to Automation
Adds a contact to an automation
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About Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.