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Create Project in Rocketlane when New Contact in Salesforce
Archive Project in Rocketlane when New Contact in Salesforce
Create Task in Rocketlane when New Contact in Salesforce
Delete Project in Rocketlane when New Contact in Salesforce
Import Template to Project into Rocketlane when New Contact in Salesforce
Update Project in Rocketlane when New Contact in Salesforce
Update Task in Rocketlane when New Contact in Salesforce
Search Project in Rocketlane when New Contact in Salesforce
Search Task in Rocketlane when New Contact in Salesforce
Search User in Rocketlane when New Contact in Salesforce
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Triggers when a new project is created.
Adds an existing contact to an existing campaign.
Adds an existing lead to an existing campaign.
Creates a new attachment (max 25MB).
Creates a new contact.
Creates a new note and links it to a parent record
Updates an existing contact in Salesforce.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreRocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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