Salesforce + Wicked Reports
Create new Wicked Reports contacts for new Salesforce records
Effortlessly maintain your records and track contact details by connecting Salesforce to Wicked Reports. With this seamless workflow, whenever a new record is added in Salesforce, it instantly creates a contact in Wicked Reports. This efficient process ensures your contact information is always up-to-date and enables you to focus on growing your business while leaving the data management to automation.
Effortlessly maintain your records and track contact details by connecting Salesforce to Wicked Reports. With this seamless workflow, whenever a new record is added in Salesforce, it instantly creates a contact in Wicked Reports. This efficient process ensures your contact information is always up-to-date and enables you to focus on growing your business while leaving the data management to automation.
- 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 Contact
Create a new contact.
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