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Search results for: 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
Aaron N avatar
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"
Aaron N avatar
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
Charmaine Ng avatar
Written by Charmaine Ng
Updated over a week ago