Create essensys Operate accounts when Salesforce accounts are created
When this happensStep 1: New Account
Then do thisStep 2: Create Account
Maintain an intact, 360-degree view of your tenant and member accounts. When an account is created in Salesforce, it will automatically be created in essensys Operate. Managing licenses, membership plans, check-ins and renewals become very easy tasks within essensys Operate.
How this Salesforce-essensys Operate integration works
- Account is created in Salesforce
- Zapier automatically creates the account in essensys Operate
- essensys Operate