kvCORE + Salesforce
Create new kvCORE contacts from updated Salesforce records
This workflow begins when a record field is updated in Salesforce, initiating a new contact creation in kvCORE. It ensures your contacts in kvCORE stay up-to-date with the latest changes made in Salesforce, enhancing data consistency across both platforms. This efficient process saves you valuable time from manual data entry and promotes productive customer relationship management.
This workflow begins when a record field is updated in Salesforce, initiating a new contact creation in kvCORE. It ensures your contacts in kvCORE stay up-to-date with the latest changes made in Salesforce, enhancing data consistency across both platforms. This efficient process saves you valuable time from manual data entry and promotes productive customer relationship management.
- When this happens...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.).
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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