Rev.io + Salesforce
Add notes to Rev.io customers for new notes in Salesforce
Connect Salesforce notes with the appropriate Rev.io customer. This integration will add a note to your Rev.io customers whenever new notes are added in Salesforce. Rid yourself of duplicate work, while increasing organization and effortless collaboration between your team members.
Connect Salesforce notes with the appropriate Rev.io customer. This integration will add a note to your Rev.io customers whenever new notes are added in Salesforce. Rid yourself of duplicate work, while increasing organization and effortless collaboration between your team members.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Add Note to Customer
Creates a customer note.
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About Rev.io
Rev.io is an IoT billing platform with the tools needed to accurately manage billing from quote-to-cash. Save time by leveraging existing integrations with your applications and processes, so you can focus on long-term growth.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
