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OrbitAI + Salesforce

Create feedback notes in OrbitAI for every updated record in Salesforce

Boost efficiency in your operations by linking Salesforce and OrbitAI seamlessly. Whenever a record is updated in Salesforce, this automation will generate a feedback note within OrbitAI. This setup ensures you don't miss any important changes in Salesforce, as they're instantly recorded and tracked in OrbitAI, to provide streamlined connectivity between your sales and feedback processes.

Boost efficiency in your operations by linking Salesforce and OrbitAI seamlessly. Whenever a record is updated in Salesforce, this automation will generate a feedback note within OrbitAI. This setup ensures you don't miss any important changes in Salesforce, as they're instantly recorded and tracked in OrbitAI, to provide streamlined connectivity between your sales and feedback processes.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
  2. automatically do this!
    OrbitAIOrbitAI
    Create Feedback Note

    Create a new feedack note in Orbit

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It

    • CampaignRequired

    • ContactRequired

    Action
    Write
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About OrbitAI

OrbitAI helps companies make the most of their customer data. Manage product strategy, user research, customer feedback and start building better products today.

Related categories

  • Product Management
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

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