Salesforce Record Created In Custom Module to Salesloft [Beta] Upsert Person

Salesforce
Salesloft [Beta]

How this workflow works

Step 1

Record Created In Custom ModuleSalesforce

This trigger fires when a new record is created in Salesforce under the selected module

Step 2

Upsert PersonSalesloft [Beta]

Creates a new person or updates an existing one matched by email address to prevent duplicates.

Salesforce

Record Created In Custom Module

Salesforce

Trigger
Salesloft [Beta]

Upsert Person

Salesloft [Beta]

Action

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