Attentive + Salesforce
Send emails in Attentive and create new records in Salesforce
Boost your sales productivity with this seamless integration between Attentive and Salesforce. Whenever an email is sent from the Attentive platform, the pertinent details are entered immediately into Salesforce as a new record. This streamlined process ensures that all valuable email data gets captured in your CRM, enabling you to track correspondence data efficiently. No need for manual data entry or missed information — deploying this workflow will empower your team to focus more on customer engagement and building relationships.
Boost your sales productivity with this seamless integration between Attentive and Salesforce. Whenever an email is sent from the Attentive platform, the pertinent details are entered immediately into Salesforce as a new record. This streamlined process ensures that all valuable email data gets captured in your CRM, enabling you to track correspondence data efficiently. No need for manual data entry or missed information — deploying this workflow will empower your team to focus more on customer engagement and building relationships.
- When this happens...Email Sent
This event occurs when an email message is sent.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Custom Attribute Set
This event occurs when a custom attribute is set.
Try ItEmail Opened
This event occurs when an email message is opened.
Try ItEmail Subscribed
This event occurs when a user opts in to an email subscription.
Try ItSMS Message Link Clicked
This event occurs when an SMS message link is clicked.
Try It
Email Message Link Clicked
This event occurs when an email message link is clicked.
Try ItEmail Sent
This event occurs when an email message is sent.
Try ItEmail Unsubscribed
This event occurs when a user opts out of an email subscription.
Try ItSMS Sent
This event occurs when an SMS message is sent.
Try It
