Dovetail + Salesforce
Create notes in Dovetail when fields on records are updated in Salesforce
Stay up-to-date on your Salesforce record changes and ensure all information is stored neatly in Dovetail. When a field update occurs in Salesforce, this workflow instantly creates a corresponding note in Dovetail. This seamless information transfer between Salesforce and Dovetail provides accurate tracking and reduces manual data entry. It's an automatic solution for better customer relationship management and improved data consistency.
Stay up-to-date on your Salesforce record changes and ensure all information is stored neatly in Dovetail. When a field update occurs in Salesforce, this workflow instantly creates a corresponding note in Dovetail. This seamless information transfer between Salesforce and Dovetail provides accurate tracking and reduces manual data entry. It's an automatic solution for better customer relationship management and improved data consistency.
- 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!Create Note
Creates a new note in a Dovetail project.
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