Refiner + Salesforce
Create or update users in Refiner from newly updated Salesforce records
When a contact is created or updated in Salesforce, changes in user traits will be reflected in Refiner. You can use this Zapier template to automatically add users to a target audience in Refiner whenever new contact data changes in Salesforce.
When a contact is created or updated in Salesforce, changes in user traits will be reflected in Refiner. You can use this Zapier template to automatically add users to a target audience in Refiner whenever new contact data changes in Salesforce.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Identify User
Creates a new user in Refiner or updates an already existing user.
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About Refiner
Refiner is a customer survey tool for data driven SaaS teams.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.