Create or update EveryAction people from new Salesforce records
This template will create a person in EveryAction from every new Salesforce record. This could be used with Salesforce contacts, leads, etc.
This template will create a person in EveryAction from every new Salesforce record. This could be used with Salesforce contacts, leads, etc.
- 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
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
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