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Repsly + Salesforce

Add new Salesforce accounts to Repsly as clients

Do your field reps need access to Salesforce accounts? Try this Salesforce Repsly integration to automatically create a Repsly client from a new account in Salesforce. Now your field reps have easy access to clients everywhere.

Do your field reps need access to Salesforce accounts? Try this Salesforce Repsly integration to automatically create a Repsly client from a new account in Salesforce. Now your field reps have easy access to clients everywhere.

  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!
    RepslyRepsly
    Create Client

    Creates a new client.

    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
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • 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
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.
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Related categories

  • CRM (Customer Relationship Management)

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