Notify sales team of new referral, find or create record in Salesforce, update lead, and send email
Notify sales team of new referral, find or create record in Salesforce, update lead, and send email
Notify your sales team when a new referral is pending approval, ensuring timely follow-up and accurate record management. Capture data with Webhooks by Zapier, manage leads in Salesforce, and send updates via Microsoft Outlook.
Zap details:
Overview
Notify your sales team when a new referral is pending approval, ensuring timely follow-up and accurate record management. Capture data with Webhooks by Zapier, manage leads in Salesforce, and send updates via Microsoft Outlook.