New opportunity
Last updated
Last updated
Select Salesforce as your source app under “New flow” in the “Gears” section and click “Create.”
Choose the connection you want to use, or create a new one, after clicking the red gear. Click “Continue.”
Pick “New opportunity” as your action and click “Create.” GearPlug will ask for a test record.
Create a test record in your chosen module for GearPlug to import the data. Review the data in the GearPlug interface to make sure everything works properly. Click “OK” to finish the setup.
Empty Fields: Under the imported entry, you’ll find a drop-down menu for “Empty Fields.” Here, you’ll find a list of fields you can import—but weren’t used in the form you used.
