Elements Financial Advisor Tools + Salesforce
Add new Elements prospects as contacts in Salesforce
Keeping your CRM updated with new prospects can be a tedious task. This integration streamlines your workflow by automatically adding new Elements prospects as contacts in Salesforce. Free up time to focus on building meaningful connections with potential clients, while ensuring your contact information stays organized and up-to-date in Salesforce.
Keeping your CRM updated with new prospects can be a tedious task. This integration streamlines your workflow by automatically adding new Elements prospects as contacts in Salesforce. Free up time to focus on building meaningful connections with potential clients, while ensuring your contact information stays organized and up-to-date in Salesforce.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Contact
Creates a new contact.
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