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Repsly + Salesforce

Create Repsly clients from new Salesforce contacts

Salesforce is a great tool for moving clients and leads through your sales pipeline. For managers with teams in the field, complementing Salesforce with an intuitive solution such as Repsly can go a long way towards closing potential deals, and keeping existing customers happy. With Zapier, Salesforce customers who also use Repsly can automatically create new clients in Repsly's web-console when they create a new Salesforce contact. Focus less on organizing your clients, and more on making sales and nurturing your clients.

Salesforce is a great tool for moving clients and leads through your sales pipeline. For managers with teams in the field, complementing Salesforce with an intuitive solution such as Repsly can go a long way towards closing potential deals, and keeping existing customers happy. With Zapier, Salesforce customers who also use Repsly can automatically create new clients in Repsly's web-console when they create a new Salesforce contact. Focus less on organizing your clients, and more on making sales and nurturing your clients.

  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
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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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    • 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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