Salesforce + Startel CMC
Create Salesforce records from new Startel CMC intelliforms
When a new IntelliForm is added in Startel CMC, this workflow kicks into action and promptly creates a record in Salesforce. It's a seamless process, reducing manual data entry and ensuring your Salesforce account is up-to-date with the latest IntelliForm data from Startel CMC. Simplify your work process and enhance productivity with this automation.
When a new IntelliForm is added in Startel CMC, this workflow kicks into action and promptly creates a record in Salesforce. It's a seamless process, reducing manual data entry and ensuring your Salesforce account is up-to-date with the latest IntelliForm data from Startel CMC. Simplify your work process and enhance productivity with this automation.
- When this happens...New IntelliForm
Triggers when a new IntelliForm is saved or filed on the specified Client ID.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Client IDRequired
DispositionRequired
Try ItClient IDRequired
Form NameRequired
Member
Dispatch Script
Time Delay
Client ID
Notification ContentRequired
Client IDRequired
Member NameRequired
Client IDRequired
Member IDRequired
Category
Form IDRequired
CommentRequired
Form IDRequired
Client IDRequired
Number of DaysRequired
