Get The Referral + Salesforce
Update Salesforce records and map leads in Get The Referral automatically
Effortlessly manage and update your sales leads with this seamless workflow between Salesforce and Get The Referral. Whenever a record is updated in Salesforce, this automation maps the changes to the corresponding lead in Get The Referral, ensuring you're always working with the most up-to-date information. Save time and enhance your sales process with this efficient solution.
Effortlessly manage and update your sales leads with this seamless workflow between Salesforce and Get The Referral. Whenever a record is updated in Salesforce, this automation maps the changes to the corresponding lead in Get The Referral, ensuring you're always working with the most up-to-date information. Save time and enhance your sales process with this efficient solution.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Lead Map
Maps new CRM lead unique-id with a GTR lead unique-id.
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