Salesforce + TruCentive
Send envelopes in TruCentive when fields are updated on records in Salesforce
Sending gifts used to be tedious and time-consuming. This integration can help! Once activated, this Zap lets you watch a specific field in Salesforce for updates. When your criteria is met, an envelope will be automatically sent in TruCentive. Set it up once and never worry about it again.
Sending gifts used to be tedious and time-consuming. This integration can help! Once activated, this Zap lets you watch a specific field in Salesforce for updates. When your criteria is met, an envelope will be automatically sent in TruCentive. Set it up once and never worry about it again.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Envelope
Sends an envelope to a user with a gift.
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