Scriptera
Automizy and Salesforce automations
Ready-made scenarios where Automizy and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
Automizy
Salesforce17 scenarios
- Salesforce leads — contacts in Automizy
- Salesforce customers land in your address book
- New Salesforce contacts show up in Automizy
- Documents from storage sent to accounting
- Contacts synced into accounting
- Automizy entries — into Salesforce
- Address-book contacts become leads in your Salesforce
- New Automizy contacts — into Salesforce audiences
- Copy Automizy entries into Salesforce
- Contacts from Automizy into Salesforce audiences
- Contacts from Salesforce — into Automizy on their own
- Two-way contact sync between two CRMs
- New subscribers scored and enriched — straight into your CRM
- A lead replies — the CRM card updates and a task lands on a rep
- Capture and route leads from every channel
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Feedback triage and customer replies — automatically
