Salesforce + Unify

Update Salesforce contacts when sequence steps occur in Unify

Streamline your business operations with this seamless workflow. When a change happens in a Sequence Step within the Unify platform, this proactive automation ensures that corresponding contact information is effortlessly updated in Salesforce. This workflow not only saves valuable time but also helps maintain an up-to-date Salesforce database, giving your team the edge in customer management.

Streamline your business operations with this seamless workflow. When a change happens in a Sequence Step within the Unify platform, this proactive automation ensures that corresponding contact information is effortlessly updated in Salesforce. This workflow not only saves valuable time but also helps maintain an up-to-date Salesforce database, giving your team the edge in customer management.

  1. When this happens...
    UnifyUnify
    Sequence Step

    Triggers when a Zapier sequence step begins.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Contact

    Updates an existing contact in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Sequence IDRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Polling
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Unify is an end-to-end growth automation platform that allows sales and marketing teams to close more customers with less effort.

Related categories

  • Sales & CRM