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Rally Corp + Salesforce

Add new contacts from Salesforce to Rally Corp

When a new lead or contact is created in Salesforce that includes a phone number, this integration will automatically add the same contact in your Rally Platform account.

When a new lead or contact is created in Salesforce that includes a phone number, this integration will automatically add the same contact in your Rally Platform account.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Rally CorpRally Corp
    Add/Update Contact

    Creates or Updates Contact

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Rally Corp

Rally is for Charities & Causes Who Make a Lasting Impact. Use conversational text messaging to forge unbreakable relationships with donors and volunteers.

Related categories

  • Fundraising
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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