RevBoss integration with Salesforce
How to Create Salesforce contacts when prospects take new actions on RevBoss flows
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 Salesforce contacts when prospects take new actions on RevBoss flows" 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 RevBoss integrations
RevBoss actions
Nekton can use any feature that is available in RevBoss API.
Using our advanced AI, you can easily create custom automations for RevBoss.
Here are some typical actions you can do in your automated workflows.
Add Contact to Suppression
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
Create Contact
Creates a new contact in RevBoss.
Prospect Event
Triggers when a Prospect completes a specified event.
About RevBoss
RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.