Salesforce + Streak
Update Salesforce records when Streak stages change
Keep your Salesforce records always up-to-date when you modify stages in Streak. With this smart workflow, whenever there's a stage change in Streak, it instantly updates the corresponding record in Salesforce. It allows you to maintain consistent information across both platforms, saving you time from manual data entry and reducing the chance of errors.
Keep your Salesforce records always up-to-date when you modify stages in Streak. With this smart workflow, whenever there's a stage change in Streak, it instantly updates the corresponding record in Salesforce. It allows you to maintain consistent information across both platforms, saving you time from manual data entry and reducing the chance of errors.
- When this happens...Box Change Stage
Triggers when a box changes Stage.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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