beeviral + Salesforce
Create records in Salesforce when new recommendations happen in beeviral
Boost your engagement levels on Beeviral and keep your Salesforce CRM updated with this seamless process. Each time a fresh recommendation is made in Beeviral, it triggers the creation of a new record in Salesforce. This one-step automation not only streamlines the monitoring of recommendations but also enhances your customer relationships by offering real-time insights. Keep a finger on the pulse of your Beeviral interactions and maintain your Salesforce records efficiently and effortlessly.
Boost your engagement levels on Beeviral and keep your Salesforce CRM updated with this seamless process. Each time a fresh recommendation is made in Beeviral, it triggers the creation of a new record in Salesforce. This one-step automation not only streamlines the monitoring of recommendations but also enhances your customer relationships by offering real-time insights. Keep a finger on the pulse of your Beeviral interactions and maintain your Salesforce records efficiently and effortlessly.
- When this happens...New Recommendation
Triggers when a new indication is registered in the INDEXIA. Use this event to record the information in your CRM or Email Marketing Automation Software.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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New Recommendation
Triggers when a new indication is registered in the INDEXIA. Use this event to record the information in your CRM or Email Marketing Automation Software.
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emailRequired
nameRequired
company
phone
IP
request for indication? (Y or N)Required
Refer emailRequired
StatusRequired
Value
New Case Attachment
Triggers when a new Attachment is added to a case.
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CampaingRequired
emailRequired
nameRequired
company
phone
IP
request for indication? (Y or N)Required
CampaingRequired
email customer / influencerRequired
Referee emailRequired
Referee NameRequired
channelRequired
statusRequired
value
message
phone
Id RecommendationRequired
StatusRequired
Value
New Contact
Triggers when a new Contact is created.
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