Salesforce + Trolley integrations
Create Trolley recipients for new Salesforce contacts
Save time with this automation that will add your new Salesforce contacts into Trolley as recipients. With that work done for you, you're ready to send payments!
- When this happens...New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create RecipientCreates a new recipient.
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More things you can do with Salesforce and Trolley
Discover other triggers and actions you can use with Salesforce and Trolley
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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