How to connect Rezdy + Salesforce
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Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.Try ItTriggerInstant
Triggers when an existing order is updated.Try ItTriggerInstant
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Triggers when a new order is created.Try ItTriggerInstant
New Outbound Message
Triggers when a new outbound message is received in Salesforce.Try ItTriggerInstant
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Pick which type of object you want to watch for changes on.
Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
How Rezdy + Salesforce Integrations Work
- Step 1: Authenticate Rezdy and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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