Pronto + Salesforce
Create Pronto files from new Salesforce records
Add all of your partner-specific records/opportunities to Pronto. This Zapier template will automatically create a file in Pronto whenever a new record is added in Salesforce. That way, your partnership team has the visibility of all partner-sourced records.
Add all of your partner-specific records/opportunities to Pronto. This Zapier template will automatically create a file in Pronto whenever a new record is added in Salesforce. That way, your partnership team has the visibility of all partner-sourced records.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!New File
Create a File with this trigger on the pronto.
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About Pronto
Pronto is a partner Ecosystem management platform that enables organizations to partner together and collaborate.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
