Dovetail + Salesforce
Create new Dovetail notes from new Salesforce records
Enhance your process efficiency with this smart workflow that connects Salesforce and Dovetail. Every time a new record surfaces in your Salesforce, a corresponding note gets created in Dovetail, simplifying the task of manually logging critical details. So now, you can stay focused on the bigger tasks while this automation seamlessly organizes your data, solving the problem of maintaining consistency across multiple platforms.
Enhance your process efficiency with this smart workflow that connects Salesforce and Dovetail. Every time a new record surfaces in your Salesforce, a corresponding note gets created in Dovetail, simplifying the task of manually logging critical details. So now, you can stay focused on the bigger tasks while this automation seamlessly organizes your data, solving the problem of maintaining consistency 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 Note
Creates a new note in a Dovetail project.
- Free forever for core features
- 14 day trial for premium features & apps
