Salesforce + Seidat
Update Seidat presentations with new updates to Salesforce opportunities
Don't manually update your presentations every time your data changes. Just set up this Zap to automatically duplicate an existing presentation in Seidat with your deal details (e.g. price, products, company name, customer name) whenever an opportunity is updated in your Salesforce account.
Don't manually update your presentations every time your data changes. Just set up this Zap to automatically duplicate an existing presentation in Seidat with your deal details (e.g. price, products, company name, customer name) whenever an opportunity is updated in your Salesforce account.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this...Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
- then do this!Find and Replace Text in Presentation
Updates an existing presentation by finding and replacing text on the slides.
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