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Salesforce + Seidat

Update Seidat presentations with new updates to Salesforce opportunities

Don't manually update your presentations every time your data changes. Just set up this Zap to automatically duplicate an existing presentation in Seidat with your deal details (e.g. price, products, company name, customer name) whenever an opportunity is updated in your Salesforce account.

Don't manually update your presentations every time your data changes. Just set up this Zap to automatically duplicate an existing presentation in Seidat with your deal details (e.g. price, products, company name, customer name) whenever an opportunity is updated in your Salesforce account.

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    When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
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    automatically do this...
    SeidatSeidat
    Duplicate Presentation

    Duplicates an existing presentation. Useful for creating presentations from a template.

    ActionWrite
  3. then do this!
    SeidatSeidat
    Find and Replace Text in Presentation

    Updates an existing presentation by finding and replacing text on the slides.

    ActionWrite

Supported triggers and actions

What does this mean?
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

Related categories

  • CRM (Customer Relationship Management)
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About Seidat

Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.

Related categories

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