Salesforce + The Receptionist
Create Salesforce contacts from new The Receptionist check-ins
Whenever a visitor checks in at your office through The Receptionist app, this workflow updates Salesforce by creating a new contact. This automation ensures you always have up-to-date records in your Salesforce system. It helps keep your contact list current, saving you from manually copying data between the two platforms.
Whenever a visitor checks in at your office through The Receptionist app, this workflow updates Salesforce by creating a new contact. This automation ensures you always have up-to-date records in your Salesforce system. It helps keep your contact list current, saving you from manually copying data between the two platforms.
- When this happens...Visit: Check-In
This event is triggered each time a visit check-in happens.
- automatically do this!Create Contact
Creates a new contact.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About The Receptionist
The Receptionist helps streamline office entrance areas and automates the job of connecting visitors to the people they are there to see.