Salesforce + Schedule by Zapier
Schedule monthly Salesforce record updates with Schedule by Zapier
Stay on top of your customer engagements effortlessly. This workflow supports your routine CRM updates by updating a record in Salesforce every month, driven by a recurring schedule. Keep your client data current while reducing your manual work, letting you focus on more strategic initiatives.
Stay on top of your customer engagements effortlessly. This workflow supports your routine CRM updates by updating a record in Salesforce every month, driven by a recurring schedule. Keep your client data current while reducing your manual work, letting you focus on more strategic initiatives.
- When this happens...Every Month
Triggers every month, on the day(s) selected.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
About Schedule by Zapier
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.