EngageBay Marketing + Salesforce
Create or update EngageBay Marketing contacts when new Salesforce records are added
Keep your marketing contacts up-to-date with this seamless workflow between Salesforce and EngageBay Marketing. Whenever a new record is added in Salesforce, it will create or update the respective contact in EngageBay Marketing. This automation helps you maintain accurate and consistent contact information across both platforms, ensuring effective marketing campaigns and stronger customer relationships.
Keep your marketing contacts up-to-date with this seamless workflow between Salesforce and EngageBay Marketing. Whenever a new record is added in Salesforce, it will create or update the respective contact in EngageBay Marketing. This automation helps you maintain accurate and consistent contact information across both platforms, ensuring effective marketing campaigns and stronger customer relationships.
- 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 or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
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