Using Salesforce to set up SalesWings Alerts
Get notified about important SalesWings signals via Salesforce Alerts
Prerequisites for Salesforce Notifications using SalesWings Data.To get started with Notifications in Salesforce using SalesWings Data, you must start with an Alerter Subflow.
Get Notified in Salesforce When a SalesWings Tag is TriggeredAutomatically alert your sales team when key SalesWings Tags are triggered. This flow detects new tag assignments on Leads/Contacts and, using the Alerter Subflow, sends instant Salesforce notifications or emails…
Get Notified in Salesforce When a SalesWings Score Threshold is ReachedAlert your sales team the moment a SalesWings score crosses a key threshold. This flow monitors score updates, identifies which Leads or Contacts are impacted, to send real-time Salesforce notifications…