Pennylane + Salesforce
Create Pennylane customers from new Salesforce records
Easily manage your customer information with this Salesforce to Pennylane automation. When a new record is added in Salesforce, this workflow promptly creates a customer in Pennylane, ensuring streamlined and efficient data transfer between both platforms. Stay organized and save time by having your customer details updated seamlessly.
Easily manage your customer information with this Salesforce to Pennylane automation. When a new record is added in Salesforce, this workflow promptly creates a customer in Pennylane, ensuring streamlined and efficient data transfer between both platforms. Stay organized and save time by having your customer details updated seamlessly.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Customer
Creates a new customer.
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