Generate Dovetail notes from updated Salesforce records
When a record is updated in Salesforce, take immediate action by creating a note in Dovetail. This seamless workflow ensures that all vital changes in your Salesforce records are documented in Dovetail for quick access, better organization, and efficient tracking. Streamline your operations with this simple and intuitive integration.
When a record is updated in Salesforce, take immediate action by creating a note in Dovetail. This seamless workflow ensures that all vital changes in your Salesforce records are documented in Dovetail for quick access, better organization, and efficient tracking. Streamline your operations with this simple and intuitive integration.
- 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 Note
Creates a new note in a Dovetail project.
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