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Create integrations between Salesforce and Dovetail
Create Note in Dovetail when New Contact in Salesforce
Create Data Point in Dovetail when New Contact in Salesforce
Create Note in Dovetail when New Lead in Salesforce
Create Data Point in Dovetail when New Lead in Salesforce
Create Note in Dovetail when New Record in Salesforce
Create Data Point in Dovetail when New Record in Salesforce
Create Note in Dovetail when Updated Record in Salesforce
Create Data Point in Dovetail when Updated Record in Salesforce
Create Note in Dovetail when New Case Attachment in Salesforce
Create Data Point in Dovetail when New Case Attachment in Salesforce
Actions and Triggers
When this happensTriggers
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.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Project
Triggers when a new project is created
Do thisActions
Create Lead
Creates a new lead in Salesforce.
Create Note
Create Data Point
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Frequently Asked Questions
About 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.
Learn MoreAbout Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn More
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