• Macro logoMacro logo
  • Salesforce logoSalesforce logo

Macro + Salesforce

Create Macro checklist runs for updated Salesforce records

Ever find yourself manually coordinating your sales team and your customer success team? Steps can be delayed or dropped, and customers can get angry. Fret no more! With the help of this Zap, you'll now automatically trigger a Macro checklist run to assign individuals and teams customer success workflows and follow-ups whenever a Salesforce record is updated.

Ever find yourself manually coordinating your sales team and your customer success team? Steps can be delayed or dropped, and customers can get angry. Fret no more! With the help of this Zap, you'll now automatically trigger a Macro checklist run to assign individuals and teams customer success workflows and follow-ups whenever a Salesforce record is updated.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

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

    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
macro logo
macro logo

About Macro

Macro helps teams document and deploy custom workflows.

Related categories

salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy