Setting up automated actions in Salesforce (triggered by data from Creovai)

The following videos will teach you how to setup automated actions within Salesforce based on events that happened in Creovai.

If you need help integrating Creovai and Salesforce, please see this integration article and video.


 Automated Actions: Setting up email alerts from Salesforce



 Automated Actions: Setting up tasks and cases in Salesforce



 Automated Actions: Creating new opportunities in Salesforce



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