Salesforce + Swapcard Organizer
Update person groups in Swapcard Organizer when fields on Salesforce records are updated
Maintain seamless coordination between your Salesforce records and Swapcard Organizer person groups with this workflow. Any modifications in Salesforce leads to instant updates in Swapcard Organizer, making data management easier for your sales team. Effectively enhance consistency and save time by bridging the gap between these two platforms.
Maintain seamless coordination between your Salesforce records and Swapcard Organizer person groups with this workflow. Any modifications in Salesforce leads to instant updates in Swapcard Organizer, making data management easier for your sales team. Effectively enhance consistency and save time by bridging the gap between these two platforms.
- 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!Update Person Groups
Update a person's group.
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