Route the Service Platform + Salesforce
Create accounts in Salesforce from new clients in Route
This integration triggers when a new client is created in your Route account. The client will be automatically added to Salesforce as an account with all relevant data, saving your team time double entering this information.
This integration triggers when a new client is created in your Route account. The client will be automatically added to Salesforce as an account with all relevant data, saving your team time double entering this information.
- When this happens...Client Created
Triggers when a new client is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Client Created
Triggers when a new client is created.
Try ItClient NameRequired
Location Type
Contact Name
Contact Email
Contact Phone
AddressRequired
Custom Info
ClientRequired
Location Name
AddressRequired
Contact Name
Contact Email
Contact Phone
Location Type
Notes
Custom Info
Name
Id
Location Created
Triggers when a new location is created.
Try ItClient IDRequired
Client Name
Location Type
Contact Name
Contact Email
Contact Phone
Address
Custom Info
ClientRequired
Location Name
AddressRequired
Contact Name
Contact Email
Contact Phone
Location Type
Notes
Custom Info
Name
Id
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.
