Guru + Salesforce

Create new Salesforce records every time a card is created in Guru

Simplify your workflow with this seamless automation that creates a new record in Salesforce whenever a new card is added in Guru. By linking these two powerful applications, it ensures streamlined data entry and reduces time spent on manual updates. Ideal for streamlining sales management, this workflow enhances your productivity and keeps your Salesforce database up-to-date effortlessly.

Simplify your workflow with this seamless automation that creates a new record in Salesforce whenever a new card is added in Guru. By linking these two powerful applications, it ensures streamlined data entry and reduces time spent on manual updates. Ideal for streamlining sales management, this workflow enhances your productivity and keeps your Salesforce database up-to-date effortlessly.

  1. When this happens...
    GuruGuru
    Card Created

    Triggers when a new Card is published.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Collection IDRequired

    Trigger
    Instant
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    • Collection ID

    Trigger
    Instant
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    • Collection ID

    Trigger
    Instant
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    • Collection ID

    Trigger
    Instant
    Try It
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About Guru

Guru is an AI-powered single source of truth that helps teams capture, improve, and access trusted information directly in the apps they use every day.
Learn more

Related categories

  • AI Tools
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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