Crystal Ball + Salesforce
Create annotations in Crystal Ball for new records in Salesforce
Enhance your tracking effortlessly with this Zap. Once active, this integration automatically creates an annotation on your Crystal Ball charts whenever a new Salesforce record (such as email campaign) is generated.
Enhance your tracking effortlessly with this Zap. Once active, this integration automatically creates an annotation on your Crystal Ball charts whenever a new Salesforce record (such as email campaign) is generated.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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About Crystal Ball
Crystal Ball helps highlight valuable data insights by simplifying and automating the tracking of actions and events
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
