Add new Repsly clients to Salesforce as accounts
Need your Repsly clients in Salesforce as accounts? Check out this integration, which automatically creates an account in Salesforce when your field reps create a new client in Repsly.
Need your Repsly clients in Salesforce as accounts? Check out this integration, which automatically creates an account in Salesforce when your field reps create a new client in Repsly.
- When this happens...New Client With Details
Triggers when a new client is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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