Salesforce
Status: Under Review
Description
SF has 4 triggers and 5 actions. Mapping them to agentOS.
Triggers
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SF new record = import into OS (lead, contact, buyers, applicants sections) new landlord, applicant, buyer or vendor record.
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SF Update = send update to OS person record (add note update)
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SF update field on record = Auto updates contacts fields and some custom fields in a person record.
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Outbound message = copies email in persons notes in OS
Actions -
SF Create record = in OS, when a person record (buyer, vendor, applicant, tenant or landlord) is created it is then created in SF
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Update Record = if email, telephone or address changed in OS then record updated in SF.
A SF OS zapier connection will allow people records to be created from SF and to SF within OS.
Activity