Salesforce integration with Filter by Nekton
How to Create Text Request contacts for new Salesforce contacts
Are you tired of entering contacts in both SalesForce and Text Request? This integration will automatically add all new Salesforce contacts to your Text Request dashboard.
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Text Request contacts for 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.
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Are you tired of entering contacts in both SalesForce and Text Request? This integration will automatically add all new Salesforce contacts to your Text Request dashbo...
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Salesforce actions
Nekton can use any feature that is available in Salesforce API.
Using our advanced AI, you can easily create custom automations for Salesforce.
Here are some typical actions you can do in your automated workflows.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Update Lead
Updates an existing lead in Salesforce.
Update Record (UTC)
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.