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Salesforce + Upstream Tech Lens

Update Salesforce records from new Upstream Tech Lens notes

Keep all your monitoring information in one place. When you create a new note in Upstream Tech Lens, a record in Salesforce will automatically be updated with this new information.

Keep all your monitoring information in one place. When you create a new note in Upstream Tech Lens, a record in Salesforce will automatically be updated with this new information.

  1. When this happens...
    Upstream Tech LensUpstream Tech Lens
    New Note

    Triggers when a new note is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PortfolioRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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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 Upstream Tech Lens

Lens gives everyone in your organization eyes on the ground with aggregated satellite, aerial and environmental data and a powerful workflow for collaborative monitoring.

Related categories