Update and create with updated Salesforce records resulting in suggestions in Tettra
Improve your team's productivity with this streamlined workflow. As soon as a record is updated in Salesforce, it stimulates a new suggestion creation in Tettra. Ideal for busy professionals, this seamless automation aids to keep your team updated with the latest client data and potential recommendations, making sure no key information slips through the cracks.
Improve your team's productivity with this streamlined workflow. As soon as a record is updated in Salesforce, it stimulates a new suggestion creation in Tettra. Ideal for busy professionals, this seamless automation aids to keep your team updated with the latest client data and potential recommendations, making sure no key information slips through the cracks.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Suggestions
Creates a new suggestion.
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