Keep Salesforce records updated with new Xero quotes
Effortlessly keep your Salesforce records up to date when new quotes are created in Xero with this seamless workflow. Whenever a new quote is added in Xero, the corresponding record in Salesforce will be updated with the latest information. This helps ensure that your team always has access to the most accurate and current data, saving time and reducing manual entry errors.
Effortlessly keep your Salesforce records up to date when new quotes are created in Xero with this seamless workflow. Whenever a new quote is added in Xero, the corresponding record in Salesforce will be updated with the latest information. This helps ensure that your team always has access to the most accurate and current data, saving time and reducing manual entry errors.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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