Create integrations between Breeze and Salesforce
Add Contact to Campaign in Salesforce when New Project in Breeze
Add File to Record in Salesforce when New Project in Breeze
Add Lead to Campaign in Salesforce when New Project in Breeze
Create Contact in Salesforce when New Project in Breeze
Create Note in Salesforce when New Project in Breeze
Update Contact in Salesforce when New Project in Breeze
Create Lead in Salesforce when New Project in Breeze
Update Lead in Salesforce when New Project in Breeze
Create Record in Salesforce when New Project in Breeze
Update Record in Salesforce when New Project in Breeze
Actions and Triggers
When this happensTriggers
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task
Triggers when a new task is created.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Create New Project
Creates a new project.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add File to Record
Adds an existing file to an existing Record.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
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Frequently Asked Questions
About Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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