Salesforce + TrustFinance
Create TrustFinance invitations for new Salesforce contacts
Once active, this Zap will create TrustFinance invitations for new Salesforce contacts automatically. Streamline your contact management without the need for duplicate data entry.
Once active, this Zap will create TrustFinance invitations for new Salesforce contacts automatically. Streamline your contact management without the need for duplicate data entry.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Invitation
Create a invitation to review your company on TrustFinance
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About TrustFinance
TrustFinance encourages financial companies to be more reliable and provide for the best interests of their customers.