Update Salesforce records with new completed submissions from involve.me
Keep your Salesforce records up-to-date with this seamless workflow. When a new completed submission is detected in involve.me, the corresponding record will be updated in Salesforce. This automation ensures that your customer data is always accurate, saving you time and maintaining consistency across your platforms.
Keep your Salesforce records up-to-date with this seamless workflow. When a new completed submission is detected in involve.me, the corresponding record will be updated in Salesforce. This automation ensures that your customer data is always accurate, saving you time and maintaining consistency across your platforms.
- When this happens...
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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