Docsify + Salesforce
Create Salesforce opportunities from new viewed documents in Docsify
Waiting to act on sent documents can be time-consuming and frustrating. Activate this automation, however, and you won't have to worry about a thing. Whenever a new attached document sent with Gmail is viewed by the recipient, this integration will automatically create a new opportunity for it on Salesforce.
Waiting to act on sent documents can be time-consuming and frustrating. Activate this automation, however, and you won't have to worry about a thing. Whenever a new attached document sent with Gmail is viewed by the recipient, this integration will automatically create a new opportunity for it on Salesforce.
- When this happens...New Document Viewed
Trigger when the document was viewed.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Docsify
Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
