Update and manage leads in SharpSpring when a record field in Salesforce is updated
Streamline your lead management process with this efficient workflow. Whenever there's an updated field in Salesforce, it will instantly create or update a lead in SharpSpring. This seamless connection allows you to keep your data up-to-date, saving you time and reducing the risk of missed opportunities. Enhance your productivity by having your sales and marketing platforms speak the same language with accuracy and speed.
Streamline your lead management process with this efficient workflow. Whenever there's an updated field in Salesforce, it will instantly create or update a lead in SharpSpring. This seamless connection allows you to keep your data up-to-date, saving you time and reducing the risk of missed opportunities. Enhance your productivity by having your sales and marketing platforms speak the same language with accuracy and speed.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create/Update Lead
Create a Lead in SharpSpring or update by email address.
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