Onboard.io + Salesforce
Add new maps in Onboard.io to Salesforce custom objects
Once this Zap is in place, you'll automatically create a new custom object record in Salesforce every time a new map is created in Onboard. This is a great way to keep your onboarding data and Salesforce data up to date, without any tedious duplicate data entry work.
Once this Zap is in place, you'll automatically create a new custom object record in Salesforce every time a new map is created in Onboard. This is a great way to keep your onboarding data and Salesforce data up to date, without any tedious duplicate data entry work.
- When this happens...New Map
Triggers when a new Map is created.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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