Workiro + Salesforce
Create Workiro connections for new Salesforce contact records
Automatically create Workiro connections for new contact records in Salesforce and allow your team to work with them in a more collaborative and productive way.
Automatically create Workiro connections for new contact records in Salesforce and allow your team to work with them in a more collaborative and productive way.
- 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 or updates a person connection in Workiro.
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About Workiro
Workiro gives you one place to store, share, and collaborate on your work. Including tasks, projects, documents, and electronic signatures.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
