Salesforce Essentials + Speak4
Create and update records in Salesforce Essentials with new advocate actions in Speak4
This Zap will allow you to pass an advocate's actions taken in Speak4 to Salesforce, automatically. It will try to find an existing record, if not found it will create a new record. Then it will update the record with the action data, saving you from tedious manual updates.
This Zap will allow you to pass an advocate's actions taken in Speak4 to Salesforce, automatically. It will try to find an existing record, if not found it will create a new record. Then it will update the record with the action data, saving you from tedious manual updates.
- When this happens...New Advocate Action
Triggers when Speak4 processes new advocates.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Related categories
About Speak4
Speak4 makes it simple for organizations to empower their supporters to speak up for the causes they believe in.