Optix + Salesforce
Create Salesforce contacts from new Optix plan subscriptions
Improve efficiency in managing your customer relations with this workflow. When a new plan subscription is added in Optix, it results in the creation of a new contact in your Salesforce app. This not only saves time but also ensures no new client falls through the cracks. Stay organized, accurate, and proactive in your business with this seamless automation.
Improve efficiency in managing your customer relations with this workflow. When a new plan subscription is added in Optix, it results in the creation of a new contact in your Salesforce app. This not only saves time but also ensures no new client falls through the cracks. Stay organized, accurate, and proactive in your business with this seamless automation.
- When this happens...New Plan Subscription
Triggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.
- automatically do this!Create Contact
Creates a new contact.
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