Create integrations between Teamdeck and Salesforce
Add booking to Teamdeck when New Contact in Salesforce
Create Project in Teamdeck when New Contact in Salesforce
Create Resource in Teamdeck when New Contact in Salesforce
Create Organization Unit in Teamdeck when New Contact in Salesforce
Time Entry Resource in Teamdeck when New Contact in Salesforce
Update Project in Teamdeck when New Contact in Salesforce
Add New MileStone to Teamdeck when New Contact in Salesforce
Add booking to Teamdeck when New Lead in Salesforce
Create Project in Teamdeck when New Lead in Salesforce
Create Resource in Teamdeck when New Lead 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.
Do thisActions
Add booking
Add a new Booking to the Selected Resource.
Create Project
Creates a new Project in your Organization.
Create Resource
Creates a new rRsource in your Account.
Create Organization Unit
Creates a organization unit.
Time Entry Resource
Add a new time Entry assigned to any Resource within your Organization.
Update Project
Updates an Existing Project.
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Frequently Asked Questions
About Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
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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