Create new contacts in Dealintent from new records in Salesforce
Create a seamless connection between Salesforce and DealIntent. With this workflow, whenever a new record is established in Salesforce, it instantly generates a contact in the DealIntent app. This straightforward process eliminates the need for manual data entry, improving accuracy and time management. It's an ideal solution for maintaining consistent data across multiple platforms.
Create a seamless connection between Salesforce and DealIntent. With this workflow, whenever a new record is established in Salesforce, it instantly generates a contact in the DealIntent app. This straightforward process eliminates the need for manual data entry, improving accuracy and time management. It's an ideal solution for maintaining consistent data across multiple platforms.
- 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 Contact
Create a new contact
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