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Salesforce + TIDY

Add pros in TIDY from new Salesforce records

If you manage your vendors in Salesforce, this lets you instantly add them to TIDY. Once you add them in Salesforce, they are automatically added to TIDY, so you can send those pros jobs.

If you manage your vendors in Salesforce, this lets you instantly add them to TIDY. Once you add them in Salesforce, they are automatically added to TIDY, so you can send those pros jobs.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    TIDYTIDY
    Add Pro

    Adds a pro to your priority list for all addresses in your account. Useful if you want to sync Pro information from another application into TIDY.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About TIDY

TIDY lets you book and manage cleaning and maintenance for homes, offices, or rental properties.

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