Participate + Salesforce
Email community invitations in Participate with updates to Salesforce record fields
Do you want to automatically invite users to join your Participate community, once they meet some qualifying criteria in your Salesforce CRM? Set up this integration to do just that. You can customize the invitation email and send it in real-time, as soon as an update is recorded to a field on a specified Salesforce record.
Do you want to automatically invite users to join your Participate community, once they meet some qualifying criteria in your Salesforce CRM? Set up this integration to do just that. You can customize the invitation email and send it in real-time, as soon as an update is recorded to a field on a specified Salesforce record.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Community Invitation
Sends email inviting a user to a community.
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