Salesforce integration with Datagma
How to Update new contacts on Salesforce with enhanced personal contact details via Datagma
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 "Update new contacts on Salesforce with enhanced personal contact details via Datagma" 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 Datagma integrations
Datagma actions
Nekton can use any feature that is available in Datagma API.
Using our advanced AI, you can easily create custom automations for Datagma.
Here are some typical actions you can do in your automated workflows.
List Fundraising
Returns list of all recent fundraising in real-time
Find Person or Company
Enrich an email address, a LinkedIn profile, to get info about the person and his company or send a company name, website, or SIREN number to get only company info.
Detect a Job Change
Detect a job change, and give you in response the new company and job title of your prospect
About Datagma
Datagma is a data API that lets you enrich your person and company records with social, demographic, and firmographic data.