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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.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
  2. automatically do this!
    ParticipateParticipate
    Create Community Invitation

    Sends email inviting a user to a community.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
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participate logo

About Participate

Participate is a team collaboration app that combines your favorite parts of social media and online learning in Communities of Practice (CoPs) that inspire professional learning, connection and growth.

Related categories

  • Team Collaboration
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