Dovetail + Salesforce
Create notes in Dovetail for new outbound messages in Salesforce
Streamline your communication process between Salesforce and Dovetail with this efficient workflow. When a new outbound message is processed in Salesforce, a note will be instantly created in Dovetail. This simple automation enhances your team's productivity by ensuring that all important communication in Salesforce is mirrored as a note in Dovetail, providing a clear, systematic record of all outbound communication.
Streamline your communication process between Salesforce and Dovetail with this efficient workflow. When a new outbound message is processed in Salesforce, a note will be instantly created in Dovetail. This simple automation enhances your team's productivity by ensuring that all important communication in Salesforce is mirrored as a note in Dovetail, providing a clear, systematic record of all outbound communication.
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Add Data to Project
Adds data to an existing project.
- Free forever for core features
- 14 day trial for premium features & apps
