Salesforce + SalesHive
Update SalesHive contacts when Salesforce records fields are updated
This workflow springs into action as any field on your Salesforce record is updated. It keeps your SalesHive contact list updated by adding or modifying the contact information directly. This automation process not only saves time but also ensures your data is accurate and up-to-date across both platforms — no manual data entry required.
This workflow springs into action as any field on your Salesforce record is updated. It keeps your SalesHive contact list updated by adding or modifying the contact information directly. This automation process not only saves time but also ensures your data is accurate and up-to-date across both platforms — no manual data entry required.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Add/Update Contact
If contact email exists, then update, otherwise add new contact. (search via email address)
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