Zapier is an interactive cloud-based platform that helps the user connect with a variety of applications in order to provide you with a high degree of automation and further making your marketing tasks easier. When such a platform integrated with software like Salesforce, the users are bound to obtain an extraordinary experience.
When this Zapier Salesforce integration comes into force, you get facilities of building several productive integrations with an array of applications. The best aspect of subscribing to Zapier Salesforce is the fact that the configuration does not require a single line of code to be written by your developers. This means that the platform is also suitable to businesses that have employees having little to no idea about coding and programming. Majority of the services are taken care of by the click of a few buttons! All the non-developers need to do is follow simple series of steps in order to create a template for required integration.
In case you choose to shift to a new application or add one to your existing list of integrated applications, Zapier and Salesforce would allow you to do so by connecting you to all such applications without following any complicated procedure pertaining to individual integration of the concerned applications. Such automation will help you save considerable time as well as money you would otherwise require for undergoing integration with third party applications, especially if you involve any kind of coding.
One of the most effective services this platform provides is the connection between a trigger and an action between two consecutive applications. When you are running a Zap and a trigger appear in one of the applications, the software automatically comes up with an event of action in the other application in real time. Here is a list of some of the triggers that the platform takes care of and comes up with a responsive action immediately:
New Account – Trigger arising when a new Account is created or added
New Campaign – Trigger arising when a new campaign is created or added
New Case – Trigger arising when a new case is created and added into the system
Closed Opportunity – Trigger generated when a certain opportunity is closed by the sales team (successfully or unsuccessfully)
New Contact – Trigger arising when a new contact is created and added
New Custom Object – Trigger arising when a fresh custom object is added into the system, according to the type of object you have chosen
New Custom Object Type – Trigger arising when you add a new type of custom object into the system. However, the New Custom Object trigger is preferred instead of this one.
New Event – Trigger arising when you create new event and add it to the system
New Folder – Trigger arising when a new folder is created
New Lead – Trigger arising when a new lead is generated by the sales team and is added into the system
New Note – Trigger arising when you create a new note and add it to the system
New Opportunity – Trigger arising when a new opportunity is created and/or detected
New Outbound Message – Trigger arising when the system received a new outbound message
New Task – Trigger arising when a new task is created and added into the system
Updated Opportunity – Trigger arising when an existing opportunity is updated
Create Authorisation – Trigger for creating a new account authorisation
Find Service – Trigger regarding the search for a public service
Find Zap – Trigger that initiates a search for a new Zap
This activity of trigger and response ensures a wholesome experience of using Salesforce Zapier and saves you time in transferring relevant data and actions from one application to another integrated one.