OneDesk + Salesforce
Create contacts in Salesforce from new OneDesk users/customers
If Salesforce is where your customer contact list is maintained, you need to make sure it is as complete as possible. With this integration, you can automatically push new contacts to Salesforce whenever a new user/customer is created in your OneDesk account. Salespeople can then be assigned to them, and schedule follow-ups. Don't let a potential sale fall through the cracks.
If Salesforce is where your customer contact list is maintained, you need to make sure it is as complete as possible. With this integration, you can automatically push new contacts to Salesforce whenever a new user/customer is created in your OneDesk account. Salespeople can then be assigned to them, and schedule follow-ups. Don't let a potential sale fall through the cracks.
- When this happens...New User/Customer
Triggers when a new user/customer is added.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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