Email by Zapier + Salesforce
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 an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
- Free forever for core features
- 14 day trial for premium features & apps
About Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)
Have direct access to your own email servers? Check out our IMAP and SMTP services!
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
