November 2019
Intermediate to advanced
672 pages
13h 39m
English
Outbound messages are used to send some of the record data to an external system (it can be an ERP, an inventory system, a product management system, or whatever your CRM is integrated with).
Although outbound message actions can be configured in point and click mode, they require a bit of developer's knowledge to make everything work: the remote system needs to implement a specific set of APIs so that it can be able to get the message and reply correctly.
This can be a valid configuration for a lead-based outbound message:

This configuration states the following—when the automation triggers ...
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