Raisely + Salesforce
Create Salesforce records when new Raisely profiles are added
Effortlessly maintain your Salesforce contact database with this workflow that connects your Raisely profiles. When a new profile is created in Raisely, the automation instantly adds a corresponding record in Salesforce, ensuring your contacts stay up-to-date and saving you time. Enjoy seamless integration between both platforms and never worry about missing essential contact information updates.
Effortlessly maintain your Salesforce contact database with this workflow that connects your Raisely profiles. When a new profile is created in Raisely, the automation instantly adds a corresponding record in Salesforce, ensuring your contacts stay up-to-date and saving you time. Enjoy seamless integration between both platforms and never worry about missing essential contact information updates.
- When this happens...New Profile
Triggers when a profile is created within a fundraising campaign.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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