Onboard.io + Salesforce
Produce maps in Onboard.io from new updates to Salesforce opportunities
Need an easy way to stay responsive to changes in your opportunities? This Zap can help. Once it's active, this integration will automatically create a new Onboard map when a Salesforce opportunity is marked as closed-won.
Need an easy way to stay responsive to changes in your opportunities? This Zap can help. Once it's active, this integration will automatically create a new Onboard map when a Salesforce opportunity is marked as closed-won.
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Create Map
Creates a Map with an owner, and optional target launch date and generates tasks based on variable options selected. Note: at least one variable option is required for the Map to be created.
- 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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
