New contacts in Salesforce — Finding data in Spreadsheet File
The scenario catches new contacts in Salesforce and finds data in Spreadsheet File. Runs on its own, no manual copying.
- For every new client in Salesforce, their record in Spreadsheet File is found right away, if it exists.
- Duplicates stop multiplying — the check runs before you create anything.
- A client's history is at hand from the first second.
Scriptera