Scriptera
Salesforce and Source Craft automations — CRM Sync
Ready-made scenarios where Salesforce and Source Craft work for you (crm sync): pick one — a copy appears in your account and runs on its own.
11 scenarios
- Push Salesforce leads into Source Craft audiences
- New lead in Salesforce becomes a task in Source Craft
- Deal moves a stage in Salesforce — a task appears in Source Craft
- Salesforce submissions become tasks in Source Craft
- New Salesforce projects become tasks in Source Craft
- New CRM deal, task in your task manager
- Updated deals in Salesforce — Running apis in Source Craft
- New contacts in Salesforce — Running apis in Source Craft
- New tasks in Source Craft — Leads in Salesforce
- New Salesforce contacts — into Source Craft audiences
- Contacts from Salesforce into Source Craft audiences
