Salesforce + Unify
Update Salesforce records whenever a sequence step happens in Unify
Elevate efficiency in your workflow by linking the Unify app to Salesforce. Whenever a sequence step initiates in Unify, an associated Salesforce record gets updated. This automation enhances data accuracy, saves time, and keeps your customer information up-to-date in Salesforce based on the activities taking place in Unify. Instantly revamp manual tasks and focus more on tasks that matter.
Elevate efficiency in your workflow by linking the Unify app to Salesforce. Whenever a sequence step initiates in Unify, an associated Salesforce record gets updated. This automation enhances data accuracy, saves time, and keeps your customer information up-to-date in Salesforce based on the activities taking place in Unify. Instantly revamp manual tasks and focus more on tasks that matter.
- When this happens...Sequence Step
Triggers when a Zapier sequence step begins.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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