involve.me + Salesforce
Create Salesforce records for new completed involve.me submissions
Effortlessly manage your involve.me submissions with this seamless workflow that creates a Salesforce record whenever a new completed submission is received. Keep your customer data up-to-date and organized, while saving time and manual effort. This automation ensures accurate records in your Salesforce account every time a submission is completed in involve.me.
Effortlessly manage your involve.me submissions with this seamless workflow that creates a Salesforce record whenever a new completed submission is received. Keep your customer data up-to-date and organized, while saving time and manual effort. This automation ensures accurate records in your Salesforce account every time a submission is completed in involve.me.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object. Dates use the UTC format.
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