Salesforce + TimeRex
Find records and update Salesforce leads for new events created in TimeRex
When a new event is created on TimeRex, a corresponding Salesforce lead will be found and updated, helping you keep your leads up to date effortlessly.
When a new event is created on TimeRex, a corresponding Salesforce lead will be found and updated, helping you keep your leads up to date effortlessly.
- When this happens...Event Created
Triggers when a new event is created using a TimeRex Calendar.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Lead
Updates an existing lead in Salesforce.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About TimeRex
TimeRex is a schedule automation tool that saves you from the hassle of figuring out schedules, arranging meetings and keeping your calendar updated.