Find and update Salesforce records when new envelopes are viewed in TruCentive
Data entry is necessary but time consuming. Set up this Zapier template, and from then on, each time a new envelope is viewed in TruCentive, a Salesforce record will be searched for and updated automatically.
Data entry is necessary but time consuming. Set up this Zapier template, and from then on, each time a new envelope is viewed in TruCentive, a Salesforce record will be searched for and updated automatically.
- When this happens...Envelope Viewed
Triggers when a recipient views a gift envelope, but has not opened the enclosed gift yet.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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