Basin + Salesforce
Create Salesforce records for new Basin submissions instantly
Manage your lead generation and customer data smoothly with this streamlined workflow. When a new submission happens in Basin, a corresponding record is immediately created in Salesforce. This not only simplifies your data entry but also ensures accuracy and timeliness so that your sales team can act on new leads swiftly. Boost efficiency and enable your team to focus on crucial tasks instead of manual data entry.
Manage your lead generation and customer data smoothly with this streamlined workflow. When a new submission happens in Basin, a corresponding record is immediately created in Salesforce. This not only simplifies your data entry but also ensures accuracy and timeliness so that your sales team can act on new leads swiftly. Boost efficiency and enable your team to focus on crucial tasks instead of manual data entry.
- When this happens...New Submission
Triggers when your form receives a submission.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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