Salesboard + Salesforce
Add new Salesforce records to Salesboard
You can create Salesboard audience records from new Salesforce objects. Just select the audience and map the fields. The template will try to geocode the address, so you can use the data for a prospect.
You can create Salesboard audience records from new Salesforce objects. Just select the audience and map the fields. The template will try to geocode the address, so you can use the data for a prospect.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Write a Audience Record
Write a Audience Record.
- Free forever for core features
- 14 day trial for premium features & apps
About Salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals
and generate data from every prospect interaction.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
