Create quotes in Holded for new records in Salesforce
Boost your efficiency by setting up this workflow between Salesforce and Holded. Whenever a new record is added in Salesforce, a corresponding quote is immediately created in Holded. This seamless process not only streamlines your operations but also eliminates the need for manual data entry, saving you precious time and reducing errors. Stay organized and productive with this simple yet effective automation.
Boost your efficiency by setting up this workflow between Salesforce and Holded. Whenever a new record is added in Salesforce, a corresponding quote is immediately created in Holded. This seamless process not only streamlines your operations but also eliminates the need for manual data entry, saving you precious time and reducing errors. Stay organized and productive with this simple yet effective automation.
- 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 Quote
Creates a quote
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