involve.me + Salesforce
Create Salesforce records for new involve.me completed submissions
Effortlessly keep your Salesforce records up-to-date with completed submissions from involve.me. With this automation, each time a new submission is completed in involve.me, a record will be created in Salesforce, ensuring that your CRM stays current and organized without manual intervention. Spend more time focusing on nurturing leads and less on data entry with this streamlined workflow.
Effortlessly keep your Salesforce records up-to-date with completed submissions from involve.me. With this automation, each time a new submission is completed in involve.me, a record will be created in Salesforce, ensuring that your CRM stays current and organized without manual intervention. Spend more time focusing on nurturing leads and less on data entry with this streamlined workflow.
- When this happens...
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
