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Salesforce + VanillaSoft

Create new Salesforce contacts from updated VanillaSoft contacts

Easily manage your contacts across platforms with this simple workflow. When you update or add a new contact in VanillaSoft, the same contact is created simultaneously in Salesforce. Seamless integration ensures that your data remains consistent across both platforms. This streamlined solution solves the problem of manual data entry, saving you time while maintaining accuracy.

Easily manage your contacts across platforms with this simple workflow. When you update or add a new contact in VanillaSoft, the same contact is created simultaneously in Salesforce. Seamless integration ensures that your data remains consistent across both platforms. This streamlined solution solves the problem of manual data entry, saving you time while maintaining accuracy.

  1. When this happens...
    VanillaSoftVanillaSoft
    Result a Contact

    Triggers when a Contact in VanillaSoft is resulted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • VanillaSoft Zap NameRequired

    • Description

    • VanillaSoft Project NameRequired

    • Select VanillaSoft Result Codes to associate with this Trigger

    • Email on ErrorRequired

    • Send Data Email on Last Error

    • Email last error data to

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • VanillaSoft Zap NameRequired

    • DescriptionRequired

    • VanillaSoft Project NameRequired

    • Email on Success

    • Email on ErrorRequired

    • Create New ContactsRequired

    • Flag New ContactsRequired

    • Route New Contacts as a First PriorityRequired

    • Delay Routing of New Contacts

    • Create Duplicates For Contacts That Share The Same Phone NumberRequired

    • Flag DuplicatesRequired

    • Error response for duplicate contact

    • Update existing contactsRequired

    • Update Key FieldRequired

    • Route Updated as a First PriorityRequired

    • Reopen and flag updated contacts (Recommended)Required

    Action
    Write
    • 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
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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)

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vanillasoft logo
vanillasoft logo

About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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