Create or update Dotdigital contacts from new outbound Salesforce messages
Easily streamline your contact management process with this effective workflow. This automation is activated when a new outbound message is generated within Salesforce. In response, it helps create or update contacts promptly in Dotdigital. It's a consistent solution for keeping your contact details up-to-date and accurate across your apps, saving you time and enhancing efficiency in your sales process.
Easily streamline your contact management process with this effective workflow. This automation is activated when a new outbound message is generated within Salesforce. In response, it helps create or update contacts promptly in Dotdigital. It's a consistent solution for keeping your contact details up-to-date and accurate across your apps, saving you time and enhancing efficiency in your sales process.
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing one. Match on email or mobile number. Optionally add contact to a list, and include data fields.
- Free forever for core features
- 14 day trial for premium features & apps