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beeviral + Salesforce

Update beeviral recommendations by email when Salesforce records are updated

Ensure fast and efficient communication with your team with this workflow. Once a record is updated in Salesforce, it immediately prompts the beeviral app to send an email with the latest recommendation. This seamless process minimizes delays, helps keep the team updated, and enhances decision-making efficiency. Use this workflow to harness the power of real-time updates and effective information dissemination.

Ensure fast and efficient communication with your team with this workflow. Once a record is updated in Salesforce, it immediately prompts the beeviral app to send an email with the latest recommendation. This seamless process minimizes delays, helps keep the team updated, and enhances decision-making efficiency. Use this workflow to harness the power of real-time updates and effective information dissemination.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    beeviralbeeviral
    Update Recommendation by Email

    Updates the status of an existing referral by e-mail of indicated

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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About beeviral

beeviral is a referral marketing automation platform.
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Related categories

  • Marketing Automation

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