Route the Service Platform + Salesforce
Create clients in Route from new accounts in Salesforce
This automation triggers when a new account is created in your Salesforce account. The account will be automatically added to Route as a client with all relevant data, saving your team time double entering this information.
This automation triggers when a new account is created in your Salesforce account. The account will be automatically added to Route as a client with all relevant data, saving your team time double entering this information.
- 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 Client
Creates a client.
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About Route the Service Platform
Walkthrough, bidding and proposal software for commercial cleaning companies.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
