Salesforce + ViewPoint VISUM
Add new resources in VISUM as new contacts in Salesforce
Having a hard time connecting your action items with their corresponding contacts? Let Zapier automation handle that for you. Once this integration is set up, it will capture every new resource you add on ViewPoint VISUM, automatically creating a corresponding Salesforce contact to ensure you have important details where you need them at all times.
Having a hard time connecting your action items with their corresponding contacts? Let Zapier automation handle that for you. Once this integration is set up, it will capture every new resource you add on ViewPoint VISUM, automatically creating a corresponding Salesforce contact to ensure you have important details where you need them at all times.
- When this happens...New Resource
Triggers when a new resource is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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