Salesforce integration with Crescendo Lab
How to Add new Salesforce leads to Crescendo Lab
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce leads to Crescendo Lab" and then click on "Automate".
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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 Crescendo Lab integrations
Crescendo Lab actions
Nekton can use any feature that is available in Crescendo Lab API.
Using our advanced AI, you can easily create custom automations for Crescendo Lab.
Here are some typical actions you can do in your automated workflows.
Create Record
Import LINE Member Record
Member Change
Triggers when member is created or updated in Cresclab database.
About Crescendo Lab
An connector for Crescendo Lab's marketing platform - MAAC