Robly + Salesforce
Add new Salesforce records to a list in Robly as contacts
Stay ahead in your sales endeavors with this smart workflow. When a new record surfaces in Salesforce, it promptly extends that contact into a list on Robly. This practice not only fosters deeper customer relationships but also houses a robust, up-to-date contacts list, simplifying your lead management procedure.
Stay ahead in your sales endeavors with this smart workflow. When a new record surfaces in Salesforce, it promptly extends that contact into a list on Robly. This practice not only fosters deeper customer relationships but also houses a robust, up-to-date contacts list, simplifying your lead management procedure.
- 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 Contact to a List
Adds an existing contact to a list.
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