Salesforce + TimelinesAI
Send new Salesforce records to TimelinesAI as chat messages
Keep your team updated with every decision and customer interaction happening in Salesforce. When a new record is added in Salesforce, this workflow will promptly send a message to a new chat in TimelinesAI, ensuring that no key information slips through the cracks. Benefit from a seamless flow of information that saves time and fosters better team collaboration.
Keep your team updated with every decision and customer interaction happening in Salesforce. When a new record is added in Salesforce, this workflow will promptly send a message to a new chat in TimelinesAI, ensuring that no key information slips through the cracks. Benefit from a seamless flow of information that saves time and fosters better team collaboration.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Send Message to New Chat
Sends message to new chat.
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