Onboard.io + Salesforce
Create Onboard.io customers from new updates to Salesforce opportunities
This Zap automatically creates a new customer in Onboard.io when a Salesforce opportunity is marked as closed-won. Prep your follow up workflows without slowing down for manual updates!
This Zap automatically creates a new customer in Onboard.io when a Salesforce opportunity is marked as closed-won. Prep your follow up workflows without slowing down for manual updates!
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Create or Update Customer
Creates an onboardee customer. If an external ID or website is provided matches an existing customer, that customer will be updated.
- Free forever for core features
- 14 day trial for premium features & apps
About Onboard.io
Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
