Salesforce Essentials integration with Live Data Technologies
How to Create contacts in Live Data Technologies from new Salesforce Essentials records
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 "Create contacts in Live Data Technologies from new Salesforce Essentials records" 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 Live Data Technologies integrations
Live Data Technologies actions
Nekton can use any feature that is available in Live Data Technologies API.
Using our advanced AI, you can easily create custom automations for Live Data Technologies.
Here are some typical actions you can do in your automated workflows.
Create a Contact
Creates a new contact to track on your ledger
Contact Job Change Detected
Triggers when Live Data detects a contact has a new job.
Get All Ledgers
Triggers when a new ledger is detected in the org.
About Live Data Technologies
Live Data turns the open web into a real-time truth source and notifies you when you B2B contacts change jobs.