airfocus + Salesforce

Create new items in airfocus when fields on records are updated in Salesforce

Streamline your business data management tasks with this effective workflow. Whenever there's an update to a Salesforce record, a corresponding item is created in your Airfocus platform. This process helps to ensure consistent data across both systems enhancing accuracy and efficiency in your operations. Enjoy a seamless connection between Salesforce and Airfocus without lifting a finger.

Streamline your business data management tasks with this effective workflow. Whenever there's an update to a Salesforce record, a corresponding item is created in your Airfocus platform. This process helps to ensure consistent data across both systems enhancing accuracy and efficiency in your operations. Enjoy a seamless connection between Salesforce and Airfocus without lifting a finger.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerPolling
  2. automatically do this!
    airfocusairfocus
    Create Item

    Create an item in airfocus.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About airfocus

Use airfocus to prioritize your projects and features to build more effective roadmaps. Get everyone aligned and the right stuff done.

Related categories

  • Product Management
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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