Salesforce integration with GTR
How to Update Salesforce records and map leads in GTR automatically
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 Salesforce records and map leads in GTR automatically" 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 GTR integrations
GTR actions
Nekton can use any feature that is available in GTR API.
Using our advanced AI, you can easily create custom automations for GTR.
Here are some typical actions you can do in your automated workflows.
Lead Map
Maps new CRM lead unique-id with a GTR lead unique-id.
New Lead
Triggers when a new lead is created.
About GTR
GTR manages, connects and automates leads to your CRM.