Salesforce Record Created In Custom Module to Salesloft Person Filter

Salesforce
Salesloft

How this workflow works

Step 1

Record Created In Custom ModuleSalesforce

This trigger fires when a new record is created in Salesforce under the selected module

Step 2

Person FilterSalesloft

Searches for an existing person using filter criteria such as email address or name.

Salesforce

Record Created In Custom Module

Salesforce

Trigger
Salesloft

Person Filter

Salesloft

Action

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Salesforce Record Created In Custom Module to Salesloft Person Filter | Konnectify