Salesforce + Submittable
Create Salesforce records for new paid transactions in Submittable
Keep your sales records updated effortlessly with this automation. When you receive a payment on Submittable, it will immediately create a corresponding record on Salesforce. This way, you can easily track your transactions without having to manually input each one, saving valuable time and eliminating chances for errors. This workflow provides a streamline solution to maintaining accurate sales data.
Keep your sales records updated effortlessly with this automation. When you receive a payment on Submittable, it will immediately create a corresponding record on Salesforce. This way, you can easily track your transactions without having to manually input each one, saving valuable time and eliminating chances for errors. This workflow provides a streamline solution to maintaining accurate sales data.
- When this happens...Transaction Paid
Triggers when awarded money is marked as paid in a submission.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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