GovSpend + Salesforce
Assign tasks to agencies in Salesforce when GovSpend bids get new tags
Once you tag and bid in GovSpend, use this integration to automatically find or create an agency in Salesforce. Use the "Salesforce Object" option to create the agency as a lead or an account. Then create a task as a "Salesforce Object" in step 3 and assign the task to yourself for seamless follow up!
Once you tag and bid in GovSpend, use this integration to automatically find or create an agency in Salesforce. Use the "Salesforce Object" option to create the agency as a lead or an account. Then create a task as a "Salesforce Object" in step 3 and assign the task to yourself for seamless follow up!
- When this happens...Bid Tagged
Triggers when a bid is tagged in GovSpend.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About GovSpend
GovSpend is a tool that allows agencies and companies to view purchases, bids, contracts, and much more.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
