mailXpert + Salesforce
Update and subscribe contacts in mailXpert when records are updated in Salesforce
Whenever there's an update to a record in your Salesforce, this workflow ensures your mailXpert contacts are kept current immediately. It is a perfect blend of efficiency and consistency, removing manual data entry between Salesforce and mailXpert. This workflow helps your team stay up-to-date and enhances your communication efforts seamlessly.
Whenever there's an update to a record in your Salesforce, this workflow ensures your mailXpert contacts are kept current immediately. It is a perfect blend of efficiency and consistency, removing manual data entry between Salesforce and mailXpert. This workflow helps your team stay up-to-date and enhances your communication efforts seamlessly.
- 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 (And Subscribe)/Update a Contact
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
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