Moneypenny + Salesforce
Add new Moneypenny messages as Salesforce records
Activate this Zap to collect and manage new Moneypenny messages effortlessly. Once it's in place, as soon as a new Moneypenny message is received, this integration automatically adds the details to your Salesforce account as a record.
Activate this Zap to collect and manage new Moneypenny messages effortlessly. Once it's in place, as soon as a new Moneypenny message is received, this integration automatically adds the details to your Salesforce account as a record.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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