Salesforce + Webmecanik Automation
Update and manage contacts in Webmecanik Automation for each updated record in Salesforce
Streamline your contact management process between Salesforce and Webmecanik Automation with this efficient workflow. Whenever a record is updated in Salesforce, an equivalent contact will be created or updated in Webmecanik Automation. This seamless interaction between both the platforms ensures your marketing automation is always in line with your CRM, saving you precious time and reducing the risk of errors.
Streamline your contact management process between Salesforce and Webmecanik Automation with this efficient workflow. Whenever a record is updated in Salesforce, an equivalent contact will be created or updated in Webmecanik Automation. This seamless interaction between both the platforms ensures your marketing automation is always in line with your CRM, saving you precious time and reducing the risk of errors.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create or Update Contact
Creates a new contact or updates and existing contact.
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