Purplepass + Salesforce
Add existing files uploaded by Purplepass customers to records in Salesforce
Managing and associating files from event participants to your CRM can be crucial for a holistic customer view. With this integration, whenever a Purplepass customer uploads a file, that file will be automatically attached to the corresponding customer record in Salesforce. This ensures that any important documents or data provided by your attendees are directly linked with their profile in your CRM.
Managing and associating files from event participants to your CRM can be crucial for a holistic customer view. With this integration, whenever a Purplepass customer uploads a file, that file will be automatically attached to the corresponding customer record in Salesforce. This ensures that any important documents or data provided by your attendees are directly linked with their profile in your CRM.
- When this happens...New Order
Triggers when a new order is placed (customer details).
- automatically do this!Add File to Record
Adds an existing file to an existing Record.
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