Create new Salesforce Essentials records for newly tagged Manychat users
Effortlessly organize and categorize your leads in Salesforce Essentials with this efficient automation. When a new user is tagged in Manychat, this workflow will create a corresponding record in Salesforce Essentials, streamlining your lead management process. Save time and ensure all your tagged users are stored properly in your CRM without manual data entry.
Effortlessly organize and categorize your leads in Salesforce Essentials with this efficient automation. When a new user is tagged in Manychat, this workflow will create a corresponding record in Salesforce Essentials, streamlining your lead management process. Save time and ensure all your tagged users are stored properly in your CRM without manual data entry.
- When this happens...New Tagged User
Triggers when a new tag is added to a user.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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