Salesforce + SATORI
Register new SATORI customers from updated Salesforce records
Stay updated with your Salesforce records and keep your customer registration seamless in the SATORI app with this convenient workflow. Whenever there's an updated record in Salesforce, it activates a customer registration in the SATORI app. This automation saves you time, ensures data consistency and bridges the gap between your CRM and customer management, allowing you to focus on customer satisfaction and business growth.
Stay updated with your Salesforce records and keep your customer registration seamless in the SATORI app with this convenient workflow. Whenever there's an updated record in Salesforce, it activates a customer registration in the SATORI app. This automation saves you time, ensures data consistency and bridges the gap between your CRM and customer management, allowing you to focus on customer satisfaction and business growth.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Register Customer
Create or Update customer triggered by another app. You can refer an online manual below (Japanese only).
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