Attention New Conversation to Salesloft Upsert Person

Attention
Salesloft

How this workflow works

Step 1

New ConversationAttention

Polls the optimized conversation list endpoint and uses attributes.createdAt.

Step 2

Upsert PersonSalesloft

Creates a new person or updates an existing one matched by email address to prevent duplicates.

Attention

New Conversation

Attention

Trigger
Salesloft

Upsert Person

Salesloft

Action

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Attention New Conversation to Salesloft Upsert Person | Konnectify