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You take the time to populate your CRM with people that matter to you, but that data starts to go out of date the moment you enter it.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.
You take the time to populate your CRM with people that matter to you, but that data starts to go out of date the moment you enter it.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 Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
- automatically do this!Create a Contact
Creates a new contact to track on your ledger
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