edoobox + Salesforce
Create contacts and add them to campaigns in Salesforce with new bookings in edoobox
Prep your follow-up outreach without any added clicks or keystrokes. With this Zap in place, if a new booking in edoobox is created, the user will be automatically created or updated and added to a campaign in Salesforce.
Prep your follow-up outreach without any added clicks or keystrokes. With this Zap in place, if a new booking in edoobox is created, the user will be automatically created or updated and added to a campaign in Salesforce.
- When this happens...New Booking Created
Triggers when a new booking is created.
- automatically do this...Create Contact
Creates a new contact.
- then do this!Add Contact to Campaign
Adds an existing contact to an existing campaign.
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New Booking Created
Triggers when a new booking is created.
Try ItBooking Updated
Triggers when an existing booking is updated.
Try ItNew Date (Polling)
Triggers when a new date is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItNew Invoice (Polling)
Triggers when a new invoice is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try It
New Booking (Polling)
Triggers when a new booking is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Try ItNew Date Created
Triggers when a new date is created.
Try ItNew Invoice Created
Triggers when a new invoice is created.
Try ItInvoice Updated
Triggers when an existing invoice is updated.
Try It
