Connecteam + Salesforce

Create shifts in Connecteam from updated records in Salesforce

Streamline your scheduling process with this efficient workflow. When an update is made to a record in Salesforce, a new shift is promptly created in Connecteam. This workflow simplifies your daily tasks, ensuring seamless scheduling without the need for manual data entry. Stay organized and efficient by having shift creation in Connecteam initiated by updates in Salesforce.

Streamline your scheduling process with this efficient workflow. When an update is made to a record in Salesforce, a new shift is promptly created in Connecteam. This workflow simplifies your daily tasks, ensuring seamless scheduling without the need for manual data entry. Stay organized and efficient by having shift creation in Connecteam initiated by updates in Salesforce.

  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!
    ConnecteamConnecteam
    Create Shift

    Creates a new shift in a scheduler

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • 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 Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Learn more

Related categories

  • Scheduling & Booking
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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