Salesforce Essentials + smartercontact

Salesforce Essentials + smartercontact integrations

Export new contacts from smartercontact and create records in Salesforce Essentials

Keep your CRM updated with this user-friendly workflow. Whenever you export a new contact from smartercontact, this workflow will instantly create a record for that contact in Salesforce Essentials. No need for manual data entry, just seamless transitions between your communication and customer management platforms. Stay organized, save time, and focus on fostering those all-important connections with your contacts.

When this happens...
Export Contact TriggerTriggers when contact is exported.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with smartercontact and Salesforce Essentials

Discover other triggers and actions you can use with smartercontact and Salesforce Essentials

- Title
  Required
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write

- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About smartercontact

Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS