Accountable CRM + Salesforce
Update and manage contacts in Accountable CRM when records are updated in Salesforce
Save time on data entry with this efficient workflow. Whenever a record is updated in Salesforce, the corresponding contact will be created or updated appropriately in Accountable CRM. Not only does this automation streamline your record-keeping process, but it also ensures that your CRM always contains the most up-to-date information from your Salesforce records. You can focus more on building customer relationships while letting this workflow handle the tedious tasks.
Save time on data entry with this efficient workflow. Whenever a record is updated in Salesforce, the corresponding contact will be created or updated appropriately in Accountable CRM. Not only does this automation streamline your record-keeping process, but it also ensures that your CRM always contains the most up-to-date information from your Salesforce records. You can focus more on building customer relationships while letting this workflow handle the tedious tasks.
- 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 or Update Contact
Creates or updates a contact in the 90-Day Sales platform.
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