Movinghub + Salesforce
Create Movinghub referrals when new Salesforce records are created
This integration links your CRM to Movinghub to streamline your workflows. As soon as a new record is created in Salesforce, a referral will be automatically generated in your Movinghub account.
This integration links your CRM to Movinghub to streamline your workflows. As soon as a new record is created in Salesforce, a referral will be automatically generated in your Movinghub account.
- 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 Referral
Creates a new referral to the Hub's Connections or ConnectionsPLUS module.
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About Movinghub
Movinghub is an online SAAS platform that enables partners to access everything needed to offer utility connections, energy comparisons and a vast range of essential home service.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.