Automatic entity creation
SFDC Sales Cloud account automatic entity creation
Last updated
SFDC Sales Cloud account automatic entity creation
Last updated
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:
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 or the Lead View.
Automatically syncs new Ripe leads to Salesforce.
Automatically syncs new Ripe companies to Salesforce.
Automatically syncs both new Ripe leads and companies to Salesforce.