Add new Salesforce opportunities as cards on ViewPoint VISUM
Every opportunity you add needs to be tracked and actioned at the right time. Get some help with that by having them on every app you use. Activate this integration, and we'll automatically capture every new opportunity you add to Salesforce, creating a new card for it on ViewPoint VISUM. You'll never forget about those deals again.
Every opportunity you add needs to be tracked and actioned at the right time. Get some help with that by having them on every app you use. Activate this integration, and we'll automatically capture every new opportunity you add to Salesforce, creating a new card for it on ViewPoint VISUM. You'll never forget about those deals again.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Card
Creates a new card.
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