re:catch + Salesforce
Create new Salesforce records when meetings are created on re:catch
When a new meeting is set up in re:catch, this workflow instantaneously creates a corresponding record in Salesforce. It seamlessly links your meeting management and sales processes with no additional steps required. With this automation, sales records are not just up-to-date but also reflect precise meeting details – a perfect solution for sales teams needing to maintain accurate records in real-time.
When a new meeting is set up in re:catch, this workflow instantaneously creates a corresponding record in Salesforce. It seamlessly links your meeting management and sales processes with no additional steps required. With this automation, sales records are not just up-to-date but also reflect precise meeting details – a perfect solution for sales teams needing to maintain accurate records in real-time.
- When this happens...Meeting Created
Triggers when a new meeting is booked.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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