Rocketlane + Salesforce
Create Rocketlane projects from new Salesforce records
Fasttrack the communication between sales and onboarding teams. Once you've set up this integration, any new opportunities that your sales teams win (or are close to winning) are automatically converted into Rocketlane projects.
Fasttrack the communication between sales and onboarding teams. Once you've set up this integration, any new opportunities that your sales teams win (or are close to winning) are automatically converted into Rocketlane projects.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Project
Creates a project.
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About Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
