Atom + Salesforce
Create or update Atom clients from newly updated Salesforce records
Avoid importing contacts every time you want to update data on Atom. This template allows you to create or update clients on Atom whenever a new Salesforce record is updated.
Avoid importing contacts every time you want to update data on Atom. This template allows you to create or update clients on Atom whenever a new Salesforce record is updated.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create / Update Client
Creates or Updates a Client based on phone number
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About Atom
Atom is a web software created for doing automated tasks. Our bots will allow you to provide quick solutions for your clients, optimizing the time for your agents to focus on potential buyers.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
