Updated leads in salesforce — Activities in Salesmate

The scenario catches updates to leads in salesforce and creates activities in Salesmate. Runs on its own, no manual copying.

  • Every client change in salesforce is logged as an activity in Salesmate.
  • The client's CRM history is complete.
  • No manually marking touchpoints.
Salesforce
Add it to your accountScriptera

How it works

To pass leads from Salesmate to Salesforce automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Salesforce
  2. Then: Pipedrive

You can launch this Salesmate + Salesforce integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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