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Salesforce + Vivocalendar

Add new Salesforce leads as Vivocalendar customers

This workflow streamlines the process of adding new Salesforce leads as Vivocalendar customers automatically. It can be beneficial for businesses that use both Vivocalendar and Salesforce to ensure that customer data is up-to-date across platforms without manual intervention.

This workflow streamlines the process of adding new Salesforce leads as Vivocalendar customers automatically. It can be beneficial for businesses that use both Vivocalendar and Salesforce to ensure that customer data is up-to-date across platforms without manual intervention.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    VivocalendarVivocalendar
    Create Customers

    Creates a new customers.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    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
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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About Vivocalendar

Instantly integrate Vivocalendar with 6000+ apps for effortless work automation.

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