Optix + Salesforce
Create new Salesforce contacts from new Optix members
When a new member joins your network via the Optix app, this workflow instantly adds them as a contact in your Salesforce app. It transforms the process of manual data entry into a seamless operation, saving you valuable time and ensuring your Salesforce contacts are constantly up-to-date. This automation is optimal for businesses utilizing both Optix and Salesforce to manage memberships and customer relations.
When a new member joins your network via the Optix app, this workflow instantly adds them as a contact in your Salesforce app. It transforms the process of manual data entry into a seamless operation, saving you valuable time and ensuring your Salesforce contacts are constantly up-to-date. This automation is optimal for businesses utilizing both Optix and Salesforce to manage memberships and customer relations.
- When this happens...New Member
Triggers when a new member is added to an organization.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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