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Salesforce + SmartOffice

Create new Salesforce contacts from new SmartOffice contacts

Easily manage your contacts across both SmartOffice and Salesforce with this seamless workflow. As soon as a new contact is added in your SmartOffice, it will create the same contact in Salesforce. This automation helps keep your contact lists consistent and updated across platforms, saving you valuable time and reducing manual data entry.

Easily manage your contacts across both SmartOffice and Salesforce with this seamless workflow. As soon as a new contact is added in your SmartOffice, it will create the same contact in Salesforce. This automation helps keep your contact lists consistent and updated across platforms, saving you valuable time and reducing manual data entry.

  1. When this happens...
    SmartOfficeSmartOffice
    New Contact

    Triggers when a contact is created in SmartOffice.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SmartOffice triggers, actions, and search

    New Contact

    Triggers when a contact is created in SmartOffice.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • Description

    • Location

    • Keywords

    • Start TimeRequired

    • End TimeRequired

    • Primary Contact E-mail

    • Participant E-mail

    • Type

    • Sub-Type

    • Task

    • All day

    • Priority

    • Status

    • Custom Fields

    Action
    Write
    • Last NameRequired

    • First Name

    • Middle Name

    • Title

    • Greeting

    • Source

    • Sub-Source

    • Birth Date

    • Preferred Communication

    • Gender

    • Marital Status

    • # of Children

    • E-Mail Type

    • E-Mail

    • Nationality

    • Agent Status

    • Primary Language

    • Tobacco Use

    • Driver License #

    • Driver License State

    • Driver License Expiration Date

    • Salary

    • SS # (Social Security Number)

    • Tax

    • Total Income

    • Net Worth

    • Job Title

    • Occupation

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Phone Type

    • Full Phone Number

    • Contact Type

    • Last Name (Key Relation)

    • First Name (Key Relation)

    • Middle Name (Key Relation)

    • Gender (Key Relation)

    • Marital Status (Key Relation)

    • E-mail Type (Key Relation)

    • E-mail (Key Relation)

    • Line 1 (Key Relation)

    • Line 2 (Key Relation)

    • City (Key Relation)

    • State (Key Relation)

    • Country (Key Relation)

    • ZIP/Postal Code (Key Relation)

    • Phone Type (Key Relation)

    • Full Phone Number (Key Relation)

    • Relationship

    • Set Name

    • Type

    • Sub-Type

    • Custom Fields

    Action
    Write
    • Lead TypeRequired

    • StageRequired

    • StatusRequired

    • Campaign Name

    • Last NameRequired

    • First Name

    • Middle Name

    • Suffix

    • Greeting

    • Title

    • Gender

    • Employer

    • Job Title

    • Source

    • Sub-Source

    • Birth Date

    • Age

    • Tobacco Use

    • Phone Type

    • Full Phone Number

    • E-mail Type

    • E-mail

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Remarks

    • SS#/Tax ID

    • Potential

    • Score

    • Leads Follow-up

    • Language

    • Action

    • Marital Status

    • Occupation

    • Salary

    • Tax

    • Distribution Type

    • Priority

    • Qualified

    • Custom Fields

    Action
    Write
  • SmartOffice triggers, actions, and search

    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Abbreviation

    • Source

    • Sub-Source

    • E-mail Type

    • E-mail

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Phone Type

    • Full Phone Number

    • Last Name (Primary Contact)

    • First Name (Primary Contact)

    • Middle Name (Primary Contact)

    • E-mail Type (Primary Contact)

    • E-mail (Primary Contact)

    • Line 1 (Primary Contact)

    • Line 2 (Primary Contact)

    • City (Primary Contact)

    • State (Primary Contact)

    • Country (Primary Contact)

    • ZIP/Postal Code (Primary Contact)

    • Phone Type (Primary Contact)

    • Phone (Primary Contact)

    • Role (Primary Contact)

    • Type

    • Sub-Type

    • DBA

    • # of Employees

    • Revenue

    • Established On

    • Tax

    • Fiscal Year

    • Segment

    • SIC

    • County

    • Industry

    • Business Class

    • Income

    Action
    Write
    • DescriptionRequired

    • Keyword

    • Category

    • Post URL Only

    • URL

    • MIME Type

    • Contact E-mail

    • Private

    • Advice

    Action
    Write
    • NotesRequired

    • Memo Date

    • Keywords

    • Contact E-mailRequired

    Action
    Write
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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smartoffice logo
smartoffice logo

About SmartOffice

SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.

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