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Rally Corp + Salesforce

Create Salesforce contacts when new tags are added to contacts in Rally Corp

Tired of managing CSV files? Ditch the spreadsheets with this integration. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates the same contact in your Salesforce account.

Tired of managing CSV files? Ditch the spreadsheets with this integration. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates the same contact in your Salesforce account.

  1. When this happens!
    Rally CorpRally Corp
    Triggers When a Tag Is Added

    Fetches contact details whenever a tag is added

    TriggerInstant
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Supported triggers and actions

What does this mean?
    • Tag NameRequired

    • Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)

    Trigger
    Instant
    Try It
    • Phone NumberRequired

    • First Name

    • Last Name

    • Email

    • Tags

    • Notes

    • Additional Custom Fields

    Action
    Write
    • Campaign NameRequired

    • Phone NumberRequired

    • First Name

    • Last Name

    • Additional Custom Fields

    Action
    Write
    • Workflow KeywordRequired

    • From NumberRequired

    • To NumberRequired

    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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