Angaza integration with Salesforce
How to Create opportunities in Salesforce for new Angaza prospects
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create opportunities in Salesforce for new Angaza prospects" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Angaza integrations
Angaza actions
Nekton can use any feature that is available in Angaza API.
Using our advanced AI, you can easily create custom automations for Angaza.
Here are some typical actions you can do in your automated workflows.
Create Prospective Account
Creates a prospective account.
Create Account
Creates an account.
Create Task
Creates a task.
New Account
Triggers when a new account is created.
Overdue Accounts
Provide number of days overdue and list of account that match filter are returned
Updated Prospect Status
Triggers when a prospect has a new status.
About Angaza
Angaza is a business solution designed for last-mile distributors of products and services in emerging markets. Angaza allows you to unlock new markets and sell more products — from solar lighting systems to clean cookstoves.