Automatic entity creation

SFDC Sales Cloud account automatic entity creation

The Salesforce integrations allow you to choose between the following settings for creating new entities in your Sales Cloud account when they are made in Ripe:

Option: Create new contacts and companies manually

Syncs nothing automatically to Salesforce. You will have to manually sync every Ripe entity you want to be synced to Salesforce by clicking the Sync button in the Leads table or the Lead View.

Option: Automatically create contacts

Automatically syncs new Ripe leads to Salesforce.

Option: Automatically create companies

Automatically syncs new Ripe companies to Salesforce.

Option: Automatically create contacts and companies

Automatically syncs both new Ripe leads and companies to Salesforce.

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