Raklet integration with Salesforce
How to Create records in Salesforce from new Raklet contacts
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 records in Salesforce from new Raklet contacts" 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 Raklet integrations
Raklet actions
Nekton can use any feature that is available in Raklet API.
Using our advanced AI, you can easily create custom automations for Raklet.
Here are some typical actions you can do in your automated workflows.
Add Note to Contact
Adds a note to the specified contact.
Create Contact
Creates a new contact.
Add Tag to Contact
Adds a Tag to the Specified Contact.
New Contact
Triggers when a new contact is created.
New Payment
Triggers when a new payment is created.
About Raklet
Raklet is a CRM to help manage contacts, messages and payments. Schedule email and SMS, collect payments online and more.