Fidelizador + Salesforce
Create new Fidelizador contacts for new Salesforce records
When a new record appears in Salesforce, this workflow will create a new contact in Fidelizador immediately. It allows businesses to streamline their contacts management process while ensuring all crucial customer data is captured and organized in Fidelizador. This integration makes sure no potential customer information falls through the cracks, enhancing your CRM effectiveness.
When a new record appears in Salesforce, this workflow will create a new contact in Fidelizador immediately. It allows businesses to streamline their contacts management process while ensuring all crucial customer data is captured and organized in Fidelizador. This integration makes sure no potential customer information falls through the cracks, enhancing your CRM effectiveness.
- 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 a Contact
Find a contact in a specific account.
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