Generate Salesforce records from new "closed won" Uptics deals
Managing deals across platforms is a whole lot easier when you use this integration. Skip the copy-and-paste tasks by automatically adding a "closed won" deals from Uptics as a new record in Salesforce.
Managing deals across platforms is a whole lot easier when you use this integration. Skip the copy-and-paste tasks by automatically adding a "closed won" deals from Uptics as a new record in Salesforce.
- When this happens...New Deal
Triggers when a new deal created in CRM.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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