PassKit Membership + Salesforce
Enrol members in PassKit Membership when fields on records are updated in Salesforce
When there's an update to a record field in Salesforce, this workflow simultaneously enrolls a member in the PassKit Membership app. This efficient process ensures Salesforce changes translate into immediate action in PassKit Membership, keeping both systems up to date. With this automation, you'll streamline membership management and improve responsiveness to changes in Salesforce records.
When there's an update to a record field in Salesforce, this workflow simultaneously enrolls a member in the PassKit Membership app. This efficient process ensures Salesforce changes translate into immediate action in PassKit Membership, keeping both systems up to date. With this automation, you'll streamline membership management and improve responsiveness to changes in Salesforce records.
- 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!Enrol Member
Triggers when a new member enrols into a membership program.
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