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Macro + Salesforce

Trigger Macro checklists for new records in Salesforce

Sales is a multi-step, multi-department job. With the help of this integration, you can now automatically create a Macro checklist run to assign individuals and teams steps to accomplish (such as onboarding) as soon as a new record is created in Salesforce.

Sales is a multi-step, multi-department job. With the help of this integration, you can now automatically create a Macro checklist run to assign individuals and teams steps to accomplish (such as onboarding) as soon as a new record is created in Salesforce.

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    When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    MacroMacro
    Run a Checklist

    This action will create a run of a Macro checklist and optionally, assign that set of work to a member of your Macro workspace.

    ActionWrite

Supported triggers and actions

What does this mean?
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About Macro

Macro helps teams document and deploy custom workflows.

Related categories

  • Productivity
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