Checkin.no + Salesforce
Create Salesforce records for new tickets generated in Checkin.no
Streamline your customer service response with this seamless integration between Checkin.no and Salesforce. When a new ticket is generated in the Checkin.no app, a record is created instantly in Salesforce, ensuring that every customer request is tracked and addressed promptly. Ideal for businesses looking to enhance their customer relationship management, this workflow empowers you to deliver reliable, timely service with minimal effort.
Streamline your customer service response with this seamless integration between Checkin.no and Salesforce. When a new ticket is generated in the Checkin.no app, a record is created instantly in Salesforce, ensuring that every customer request is tracked and addressed promptly. Ideal for businesses looking to enhance their customer relationship management, this workflow empowers you to deliver reliable, timely service with minimal effort.
- When this happens...New Ticket
Triggers when a new ticket is created on an event.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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New Event
Triggers when a new event is created. Note: the visibility on checkin must be set to searchable. Events that are not searchable will not trigger.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
