Ally Hub + Salesforce
Create or update Ally Hub contacts from new leads on Salesforce
Now that those leads are in the system, it's time to chase them down, not copy their personal details around. Make sure your lists stay updated while you keep working by setting up this integration between Salesforce and Ally Hub. From then on, whenever you add a lead to Salesforce, this automation will create a new contact for them on Ally Hub if they don't already exist, or update the match with new details if they do, all without any further effort on your part. After that, you are ready to send professional sales quotes and follow up on the sales process on Ally Hub.
Now that those leads are in the system, it's time to chase them down, not copy their personal details around. Make sure your lists stay updated while you keep working by setting up this integration between Salesforce and Ally Hub. From then on, whenever you add a lead to Salesforce, this automation will create a new contact for them on Ally Hub if they don't already exist, or update the match with new details if they do, all without any further effort on your part. After that, you are ready to send professional sales quotes and follow up on the sales process on Ally Hub.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Student
Creates a new student.
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