Salesforce integration with Walcu CRM
How to Add new Salesforce leads to Walcu 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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce leads to Walcu 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 Walcu CRM integrations
Walcu CRM actions
Nekton can use any feature that is available in Walcu CRM API.
Using our advanced AI, you can easily create custom automations for Walcu CRM.
Here are some typical actions you can do in your automated workflows.
Update Any Document
Update any available document
Search Anything
Search for anything in Walcu
Something Is Created in WalcuCRM
Triggers when something new is created in WalcuCRM
Something Changes in WalcuCRM
Triggers when something changes in WalcuCRM
About Walcu CRM
Walcu CRM is a CRM specifically tailored for car dealerships.