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Create new customer in Birdeye from updated Salesforce contact appointment date

Create new customer records in Birdeye when a contact's last appointment date in Salesforce is updated and meets your criteria. This ensures accurate customer management and improves onboarding efficiency.

Create new customer in Birdeye from updated Salesforce contact appointment date

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Overview

Create new customer records in Birdeye when a contact's last appointment date in Salesforce is updated and meets your criteria. This ensures accurate customer management and improves onboarding efficiency.

Create new customer in Birdeye from updated Salesforce contact appointment date