Does anyone use Encircle Software for Contractors? When a customer is added to Encirlce, I want the Key info to be added to Salesforce.
Anyone have any suggestions?
Also, does Zapier work immediately, or is there a delay
Question
How do I sync new customer data from Encircle to Salesforce using Zapier?
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+14- Zapier Orchestrator & Solution Partner
Hi
Check out the available Zap app triggers/actions:
Encircle: https://zapier.com/apps/encircle/integrations#triggers-and-actions
Salesforce: https://zapier.com/apps/salesforce/integrations#triggers-and-actions
Zap triggers are either instant or scheduled.
Info about Zap trigger types: https://help.zapier.com/hc/en-us/articles/8496244568589-Types-of-triggers-in-Zaps
If scheduled, then that depends on your Zapier plan, and can take from 1-15 minutes to fire.
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