involve.me + Salesforce
Create Salesforce records for new completed involve.me submissions
Effortlessly manage your involve.me submissions with this seamless workflow that creates a Salesforce record whenever a new completed submission is received. Keep your customer data up-to-date and organized, while saving time and manual effort. This automation ensures accurate records in your Salesforce account every time a submission is completed in involve.me.
Effortlessly manage your involve.me submissions with this seamless workflow that creates a Salesforce record whenever a new completed submission is received. Keep your customer data up-to-date and organized, while saving time and manual effort. This automation ensures accurate records in your Salesforce account every time a submission is completed in involve.me.
- When this happens...
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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