Create Google Sheets spreadsheets with Crossbeam overlaps from newly updated records in Salesforce Locate Crossbeam records, retrieve partner overlaps and send emails for new records change in Salesforce
When records in Salesforce change to indicate qualified leads or opportunities, find any overlaps with your Crossbeam partner ecosystems and then email that information to the AEs assigned.
When records in Salesforce change to indicate qualified leads or opportunities, find any overlaps with your Crossbeam partner ecosystems and then email that information to the AEs assigned.
- 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...
- then do this...
- then do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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- 14 day trial for premium features & apps