RegFox + Salesforce

Update Salesforce contacts when new RegFox registrants sign up

Streamline your contact management process with this workflow. When a new participant signs up using RegFox, their information is immediately updated in your Salesforce contact list. This seamless transition enables your team to save time and reduces the risk of errors in data entry while ensuring your Salesforce records are always up-to-date.

Streamline your contact management process with this workflow. When a new participant signs up using RegFox, their information is immediately updated in your Salesforce contact list. This seamless transition enables your team to save time and reduces the risk of errors in data entry while ensuring your Salesforce records are always up-to-date.

  1. When this happens...
    RegFoxRegFox
    New Registrant

    Triggers when a new registrant has successfully submitted themselves through your published Regfox page.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Contact

    Updates an existing contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignsRequired

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

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • CampaignsRequired

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

    New Contact

    Triggers when a new Contact is created.

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

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About RegFox

RegFox is a premier registration platform to ensure the building, marketing and taking in registrants for your event all goes smoothly.

Related categories

  • Event Management
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About Salesforce

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

  • CRM (Customer Relationship Management)

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