Salesforce + Vendasta
Create or update companies, contacts, and CRM activities in Vendasta when new fields are updated in Salesforce
Want to take advantage of Vendasta's full-stack platform with your customers but can't replace Salesforce quite yet? This Zap automatically creates all of the Vendasta CRM objects your team needs for working with a new customer as soon as a specific field is updated in Salesforce. Easily transfer your customers over when their lifecycle stage changes (for example) and reduce the admin work that keeps your customers from getting going!
Want to take advantage of Vendasta's full-stack platform with your customers but can't replace Salesforce quite yet? This Zap automatically creates all of the Vendasta CRM objects your team needs for working with a new customer as soon as a specific field is updated in Salesforce. Easily transfer your customers over when their lifecycle stage changes (for example) and reduce the admin work that keeps your customers from getting going!
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this...Create or Update Company
Creates or Updates a company. Also used to return values for an existing record.
- then do this...Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
- then do this!Create or Update CRM Activity
Create a new log activity in the CRM.
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