Salesforce integration with Salesgear
How to Update contacts in Salesgear when contacts are newly-updated in Salesforce CRM
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 "Update contacts in Salesgear when contacts are newly-updated in Salesforce CRM" 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 Salesgear integrations
Salesgear actions
Nekton can use any feature that is available in Salesgear API.
Using our advanced AI, you can easily create custom automations for Salesgear.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a contact in Salesgear.
Update Contact
Update an existing contact in Salesgear.
Contact Optout
Triggers when a contact is opted out in Salesgear.
Email Clicked
Triggers when a link in an email is clicked by the contact.
Email Reply
Triggers when your contact has replied to your email.
Email Bounced
Triggers when an email is bounced.
About Salesgear
Salesgear helps sales teams send emails, make calls, and connect via LinkedIn using a single platform.