FileInvite + Salesforce
Create FileInvite people from new Salesforce contacts
Looking for an easier way to keep your contact data up to date across platforms? Look no further! When a nw contact is created in Salesforce, this integration automatically creates a person in FileInvite.
Looking for an easier way to keep your contact data up to date across platforms? Look no further! When a nw contact is created in Salesforce, this integration automatically creates a person in FileInvite.
- 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 Person
Creates a new person.
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About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
