Add new Salesforce contacts to Scoro as people
When this happensStep 1: New Record
Then do thisStep 2: Create or Update Person
If you’re using Salesforce to manage your sales, yet wish to take charge of your customer’s projects in Scoro, this integration will come in handy. Just set up this Zapier integration and each contact added to Salesforce will automatically appear on Scoro’s person list.
How this Salesforce-Scoro integration works
- A new contact is created in Salesforce
- Zapier saves the contacts as a person to your Scoro account