Salesforce + TruCentive
Update Salesforce records when new envelopes are opened in TruCentive
Data entry is necessary but time consuming. Set up this Zapier template, and each time a new envelope is opened 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 each time a new envelope is opened in TruCentive, a Salesforce record will be searched for and updated automatically.
- When this happens...Envelope Opened
Triggers when a recipient opens a gift that is contained in an envelope.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
About TruCentive
TruCentive helps you reward, incentivize, or compensate with digital gift cards, vouchers and coupons