Salesforce + ViewPoint VISUM
Add new Salesforce contacts as users in ViewPoint VISUM
You've entered contact information once, and that's enough. Set up this automation, and Zapier will copy them anywhere you need. Each new Salesforce contact you add will trigger the workflow, sending the details to ViewPoint VISUM and creating a matching user for your reference.
You've entered contact information once, and that's enough. Set up this automation, and Zapier will copy them anywhere you need. Each new Salesforce contact you add will trigger the workflow, sending the details to ViewPoint VISUM and creating a matching user for your reference.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create User
Creates a new user.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About ViewPoint VISUM
ViewPoint VISUM is a great tool for Visual Portfolio Project Management. VISUM helps to deliver projects on time, in less time by streamlining execution. It simplifies managing projects by improving communication, collaboration and decision making.