Update individual clients in Canopy when fields on records are updated in Salesforce
Keep your client records seamless by linking Salesforce and Canopy. With this workflow, whenever a field on a Salesforce record is updated, the corresponding individual client details in Canopy will be modified too. Save time and reduce errors by letting this process run automatically, ensuring your data in both Canopy and Salesforce is always up-to-date and consistent.
Keep your client records seamless by linking Salesforce and Canopy. With this workflow, whenever a field on a Salesforce record is updated, the corresponding individual client details in Canopy will be modified too. Save time and reduce errors by letting this process run automatically, ensuring your data in both Canopy and Salesforce is always up-to-date and consistent.
- 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!Update Individual Client
Updates a new individual client.
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