Live Data Technologies + Salesforce Essentials

Live Data Technologies + Salesforce Essentials integrations

Create contacts in Live Data Technologies from new Salesforce Essentials records

You take the time to populate your CRM with people that matter to you, but that data starts to go out of date the moment you enter it. By connecting your Salesforce Essentials to Live Data Technologies, you'll be notified immediately when anyone you care about changes titles or jobs.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
TriggerPolling
automatically do this!
Create a ContactCreates a new contact to track on your ledger
ActionWrite

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More things you can do with Salesforce Essentials and Live Data Technologies

Discover other triggers and actions you can use with Salesforce Essentials and Live Data Technologies

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write

- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Ledger ID
  Required
Trigger
Polling
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- Ledger ID
  Required
- Contact Name
  Required
- Company Name
  Required
- Title
- LinkedIn Profile
- Reference ID
Action
Write

- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write
Get All Ledgers
Triggers when a new ledger is detected in the org.
Trigger
Polling
Try It

About Live Data Technologies

Live Data turns the open web into a real-time truth source and notifies you when you B2B contacts change jobs.

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Related categories

Contact Management

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Related categories

CRM (Customer Relationship Management)

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