Update Xero contacts when Salesforce records have updated fields
Keep your Salesforce and Xero records up to date with this convenient automation. Whenever a record is updated in Salesforce, this workflow will create or update the corresponding contact in Xero. Save time, reduce manual work, and ensure accurate data across your sales and accounting platforms with this seamless integration.
Keep your Salesforce and Xero records up to date with this convenient automation. Whenever a record is updated in Salesforce, this workflow will create or update the corresponding contact in Xero. Save time, reduce manual work, and ensure accurate data across your sales and accounting platforms with this seamless integration.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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