Salesforce + TruCentive
Find and update Salesforce records when new envelopes are viewed in TruCentive
Data entry is necessary but time consuming. Set up this Zapier template, and from then on, each time a new envelope is viewed in TruCentive, a Salesforce record will be searched for and updated automatically.
Data entry is necessary but time consuming. Set up this Zapier template, and from then on, each time a new envelope is viewed in TruCentive, a Salesforce record will be searched for and updated automatically.
- When this happens...Envelope Viewed
Triggers when a recipient views a gift envelope, but has not opened the enclosed gift yet.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About TruCentive
TruCentive helps you reward, incentivize, or compensate with digital gift cards, vouchers and coupons