Restya Core Integrations with SalesforceIQ through Make (Integromat)

Restya Core Integrations with SalesforceIQ through Make (Integromat)

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

Add Members to Project

Data sent to SalesforceIQ, when the user adds one or more members to a specific project.

New Task

Data sent to SalesforceIQ, when the user creates a new task in the project.

Create Task Comment

Data sent to SalesforceIQ, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to SalesforceIQ, when the user added a new comment.

New Activity

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

New Task Activity

Data sent to SalesforceIQ, when the user performs any activity on the particular task of the project.

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!")