freee + Salesforce
Create new partners in freee from newly added Salesforce records
Effortlessly streamline your client management process with this Salesforce to freee workflow. When you add a new record in Salesforce, this automation will instantly create a partner in the freee app, saving you time and ensuring your partner information stays up-to-date. Boost your productivity and keep your client data organized with this simple yet powerful integration.
Effortlessly streamline your client management process with this Salesforce to freee workflow. When you add a new record in Salesforce, this automation will instantly create a partner in the freee app, saving you time and ensuring your partner information stays up-to-date. Boost your productivity and keep your client data organized with this simple yet powerful integration.
- 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 Partner
Creates a new partner.
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