Dex + Salesforce
Create or update Dex contacts when new Salesforce contacts are added
Streamline your contact management with an effective workflow. When a new contact is added to your Salesforce account, it also creates or updates the same contact in your Dex account. This process eliminates the need for manual data entry, ensuring seamless data consistency across both platforms. Stay organized and enhance productivity with this intuitive automation.
Streamline your contact management with an effective workflow. When a new contact is added to your Salesforce account, it also creates or updates the same contact in your Dex account. This process eliminates the need for manual data entry, ensuring seamless data consistency across both platforms. Stay organized and enhance productivity with this intuitive automation.
- When this happens...New Contact
Triggers when a new Contact is created.
- automatically do this!Create or Update Contact
Creates or Updates a Contact in the system
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