Salesforce Essentials + Zenvia Conversion
Update Salesforce Essentials records when Zenvia Conversion prospects are edited
Streamline your workflows between Zenvia Conversation and Salesforce Essentials with this vital automation. Whenever a prospect is edited in Zenvia Conversation, this sets in action an update record on Salesforce Essentials, ensuring your records always reflect the latest details. This efficient process ultimately saves time and improves accuracy, enabling you to focus on critical business tasks.
Streamline your workflows between Zenvia Conversation and Salesforce Essentials with this vital automation. Whenever a prospect is edited in Zenvia Conversation, this sets in action an update record on Salesforce Essentials, ensuring your records always reflect the latest details. This efficient process ultimately saves time and improves accuracy, enabling you to focus on critical business tasks.
- When this happens...Prospect Edited
Triggers when a prospect is edited.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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Prospect Archived
Triggers when a prospect is archived.
Try ItUnsuccessful Call
Triggers when a call to a prospect is unsuccessful.
Try ItFields
Try ItReminder Set
Triggers when a prospect reminder is set.
Try It
Successful Call
Triggers when a call to a prospect is successful.
Try ItThe app to listen events fromRequired
Try ItProspect Created
Triggers when a new prospect is created. Leads that are merged into existing prospects won’t trigger this.
Try ItSale Loaded (Accepted Quote)
Triggers when a quote sale is loaded.
Try It
