Create TDox customers from new records in Salesforce
Tired of keeping synchronized with both Salesforce and TDox Customers? This integration automates that! With it, each time you add new records to Salesforce including leads and customers, you can create automatically customers in TDox.
Tired of keeping synchronized with both Salesforce and TDox Customers? This integration automates that! With it, each time you add new records to Salesforce including leads and customers, you can create automatically customers in TDox.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Customers
Inserts new customers, if not existing, or updates them, if already existing
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