Repsly + Salesforce
Add new Repsly clients to Salesforce
Once you acquire a new customer or lead using Repsly, it's important to move them through a process and check in on them now and then. For Repsly users who manage their clients using Salesforce, there is now an easy and effortless way to transfer new clients from the Repsly web console directly to Salesforce. After creating a Zap, simply create a new client in Repsly's web console, and let Zapier handle the rest. Before you know it, all your new clients will be set up as new contacts in your Salesforce account.
Once you acquire a new customer or lead using Repsly, it's important to move them through a process and check in on them now and then. For Repsly users who manage their clients using Salesforce, there is now an easy and effortless way to transfer new clients from the Repsly web console directly to Salesforce. After creating a Zap, simply create a new client in Repsly's web console, and let Zapier handle the rest. Before you know it, all your new clients will be set up as new contacts in your Salesforce account.
- 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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