Salesforce + Steady
Add Steady activities from newly updated Salesforce records
Do you want to include activity from Salesforce in your team's Steady check-ins? With this integration, you can automatically add newly updated opportunities from Salesforce to the Steady activity stream and alongside team members' check-ins. You and your team will be able to see each other's activity, keeping everyone up-to-date.
Do you want to include activity from Salesforce in your team's Steady check-ins? With this integration, you can automatically add newly updated opportunities from Salesforce to the Steady activity stream and alongside team members' check-ins. You and your team will be able to see each other's activity, keeping everyone up-to-date.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Record Activity
Records an activity and adds it to the next check-in for a specific team member.
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