Integrations

Shoeboxed + Salesforce CRM Integration | Connect and Automate

Connect Shoeboxed with Salesforce CRM to automate workflows, sync data in real-time, and eliminate manual tasks. Build powerful automated workflows between these tools to save time and reduce errors.

Shoeboxed
Salesforce CRM
Zapier

Find and update Salesforce records for newly completed BasicOps tasks

When you complete a new task in BasicOps, this Zapier template finds the corresponding record in Salesforce based on a search value, and then updates the record. This can be used to set the date of completed onboarding for an account record in Salesforce.

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