Create integrations between SmartRoutes and Salesforce
Add Contact to Campaign in Salesforce when New Order Created in SmartRoutes
Add File to Record in Salesforce when New Order Created in SmartRoutes
Add Lead to Campaign in Salesforce when New Order Created in SmartRoutes
Create Contact in Salesforce when New Order Created in SmartRoutes
Create Note in Salesforce when New Order Created in SmartRoutes
Update Contact in Salesforce when New Order Created in SmartRoutes
Create Lead in Salesforce when New Order Created in SmartRoutes
Update Lead in Salesforce when New Order Created in SmartRoutes
Create Record in Salesforce when New Order Created in SmartRoutes
Update Record in Salesforce when New Order Created in SmartRoutes
Actions and Triggers
When this happensTriggers
New Order Created
Triggers when a new order 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.
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.
Do thisActions
Create a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
Get All Vehicles
Here you will get all vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
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Frequently Asked Questions
About SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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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