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Create integrations between Salesforce and EasyPractice
Add Contact to Campaign in Salesforce when New Client in EasyPractice
Add Lead to Campaign in Salesforce when New Client in EasyPractice
Create Attachment in Salesforce when New Client in EasyPractice
Create Contact in Salesforce when New Client in EasyPractice
Create Note in Salesforce when New Client in EasyPractice
Update Contact in Salesforce when New Client in EasyPractice
Create Lead in Salesforce when New Client in EasyPractice
Update Lead in Salesforce when New Client in EasyPractice
Create Account in Salesforce when New Client in EasyPractice
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 Client
Triggers when a new client is created.
Do thisActions
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
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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 EasyPractice
EasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.
Learn More
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