Sign Up
CSM Handoff Date from Onboard
“Anytime a new or updated map task is created in Onboard.io, update record in Salesforce.”
created by
Extole Integrations
How Zapier works (57 sec)
Loading
Try this Zap
FREE for 14 days
Trusted at companies large and small
This Zap works in 2 steps …
Step 1 - Trigger
Anytime a new or updated map task is created in Onboard.io
Learn More
Step 2 - Action
Update record in Salesforce
Learn More
1
2
1 minute to set up
Get back 1.2 hrs /week
4 people use this app pairing
This Zap uses the following 2 apps
Onboard.io
Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Onboard.io + Salesforce
Check out all the other ways you can connect Onboard.io and Salesforce.
Learn More