Salesforce integration with ReviewPoint
How to Create ReviewPoint contacts from new Salesforce 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 ReviewPoint contacts from new Salesforce 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 ReviewPoint integrations
ReviewPoint actions
Nekton can use any feature that is available in ReviewPoint API.
Using our advanced AI, you can easily create custom automations for ReviewPoint.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
About ReviewPoint
ReviewPoint is a review management tool that helps with review generation via automated SMS or emails, and review monitoring in one place.