Salesforce + Xero
Update contacts in Xero when records are updated in Salesforce
Improve your customer management efficiency with this dynamic workflow. Whenever you update a record in Salesforce, it ensures that a corresponding contact entry is created or updated in Xero. This seamless integration saves time, eliminates manual data entries, and maintains uniform contact information across both platforms for better resource management and streamlined operations.
Improve your customer management efficiency with this dynamic workflow. Whenever you update a record in Salesforce, it ensures that a corresponding contact entry is created or updated in Xero. This seamless integration saves time, eliminates manual data entries, and maintains uniform contact information across both platforms for better resource management and streamlined operations.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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