MoonClerk + Salesforce
Add new opportunities on Salesforce for new payments on MoonClerk
Want to make sure your sales pipeline is addressing all those MoonClerk customers without fail? Put this Moonclerk Salesforce integration to work and you won't have to worry about that management again, since it will create a new opportunity on Salesforce with all of the details from every new payment logged on MoonClerk after you set it up.
Want to make sure your sales pipeline is addressing all those MoonClerk customers without fail? Put this Moonclerk Salesforce integration to work and you won't have to worry about that management again, since it will create a new opportunity on Salesforce with all of the details from every new payment logged on MoonClerk after you set it up.
- When this happens...New Payment
Triggers when a payment has been made on MoonClerk.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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