PracticePanther Legal Software + Salesforce
Create new Salesforce records for each new contact in PracticePanther Legal Software
Streamline your client management process with this efficient workflow. When a new contact is added in your PracticePanther Legal Software, it will immediately establish a corresponding record within Salesforce. This direct connection saves you time and ensures seamless data consistency between your law practice management and your customer relations management platforms.
Streamline your client management process with this efficient workflow. When a new contact is added in your PracticePanther Legal Software, it will immediately establish a corresponding record within Salesforce. This direct connection saves you time and ensures seamless data consistency between your law practice management and your customer relations management platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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