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CRM Integration: Standard Flows for Salesforce

This process outlines the automated flow required to push Opportunities/Deals in Salesforce to a corresponding account. This is not a necessary step but rather a suggestion on how to consume GovSpend data within your CRM.

 

Salesforce Flow Outline

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  1. Create a Record-Triggered Flow

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  2. Find Account: This step uses Agency ID (shown as Zoom Info ID in the screenshot below) as the lookup field driving the match from Opportunity to Account Record.

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  3. Was Account Divergent Step

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  4. Update Record

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