Restyaboard Integrations with SalesforceIQ through Zapier

Restyaboard Integrations with SalesforceIQ through Zapier

SalesforceIQ

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

Triggers

New Board

Data sent to SalesforceIQ, when the user creates a new board.

New List

Data sent to SalesforceIQ, when the user creates a new list on the board.

New Card

Data sent to SalesforceIQ, when the user creates a new card in the list of the board.

New Activity

Data sent to SalesforceIQ, when the user performs any activity.

Actions

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

Chat