RowShare integration with Salesforce
How to Create Salesforce leads from new RowShare rows
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 leads from new RowShare rows" 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 RowShare integrations
RowShare actions
Nekton can use any feature that is available in RowShare API.
Using our advanced AI, you can easily create custom automations for RowShare.
Here are some typical actions you can do in your automated workflows.
Assign Row
Assign an existing row.
Edit Row
Edit an existing row
Create Row
Creates a new row in the table.
Find Row
Finds a row based on an exact match for a given column.
New or Updated Row
Triggers when a new row is created or updated in the target table.
New Row
Triggers when a new row is created in the target table.
About RowShare
Unify your Distributed Operations Data with RowShare. The collaborative tool that simplifies and automates data collection and analysis.