Create clients in Resource Guru for new records in Salesforce
Easily keep your client details up to date across platforms. With this Zap in place, whenever a new record is created in Salesforce, a client is automatically created in Resource Guru.
Easily keep your client details up to date across platforms. With this Zap in place, whenever a new record is created in Salesforce, a client is automatically created in Resource Guru.
- 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 Client
Creates a new client.
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