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Salesforce

About Salesforce

Salesforce is the #1 ranked cloud-based CRM platform that allows you to create and maintain valuable customer relationships.

How Salesforce works with Catalytic

Catalytic can be triggered to automatically start processes when new accounts, cases, leads or opportunities are added, or if there are changes to pre-existing deals. Additionally, Catalytic can look up, modify and create leads and accounts.

Actions

  • Look up an account
  • Look up a user
  • Update a case
  • Update a lead
  • Update an account
  • Create a contact

Triggers

  • Start process when a new account is created
  • Start process when a new case is created
  • Start process when a new lead is created
  • Start process when a new opportunity is created
  • Start process when an opportunity moves to a new stage

Use cases

  • Manage follow-ups and handoffs across sales process
  • Look up an order in Netsuite and update Salesforce record accordingly
  • Update the owner of a record
  • Use a webform as a signup or registration form to create a contact in Salesforce

Tags

  • Customer Relationship Management (CRM)