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salesforce
Create new leads in
Salesforce
triggered by Digify document views
Set up this Zap to automatically create a record in
Salesforce
once they've downloaded, printed or viewed the file… If you’re using
Salesforce
as a CRM, this Zap will help to automatically create a record within
Salesforce
… Step 2: Add the
Salesforce
action to create a new record
Written by
Aaron N
Updated over a week ago
Automatically send documents to
Salesforce
leads when a record is updated
Set up this Zap to automatically add a recipient to Digify whenever a
Salesforce
lead has been updated… If you’re using
Salesforce
as a CRM, this Zap will help to automatically create a record within
Salesforce
… Set
Salesforce
as the trigger app and choose the event "Updated Field on Record in
Salesforce
"
Written by
Aaron N
Updated over a week ago
Setting up your team on Digify
4. Integrate with Slack, Google Sheets,
Salesforce
etc using Zapier… Google Sheets Getting Slack notifications for new Digify document views Integrations with
Salesforce
Written by
Charmaine Ng
Updated over a week ago