Salesforce integration with ForceManager
How to Add new Salesforce accounts to ForceManager as accounts
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 accounts to ForceManager as accounts" 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 ForceManager integrations
ForceManager actions
Nekton can use any feature that is available in ForceManager API.
Using our advanced AI, you can easily create custom automations for ForceManager.
Here are some typical actions you can do in your automated workflows.
Create Calendar Item
Creates a new calendar.
Create Opportunity
Creates a new opportunity.
Create/Update Contact
Looks for a Contact that matches a provided email or phone number, then updates if it finds it, creates otherwise.
Find Account by Any Field
Finds an account by any field. You are required to define the field you want to search.
Find Contact
Finds a contact by email or phone number.
Find Contact by External Id
Finds a contact by external id.
About ForceManager
ForceManager is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.