Salesforce With Zapier

Zapier gives you the power to integrate Salesforce with hundreds of other apps to automate your work. Zapier is a robust cloud-based tool that helps you built various integrations including numerous applications without any need of writing a single line of coding. It can also be put to use by non-developers by following simple steps for creation of template integration.

If you make use of different application then that empowers you to connect all the applications with no further development of a specific integration of each app. The automation eventually saves much of the time for your team and their tasks become efficient. Zapier also makes it plain sailing to connect 2 applications made of the trigger and also the action. The moment when a zap runs and trigger even takes place in one app then Zapier creates action event for a different application automatically.

The marketing team of any business enterprise functioning in any industry has to deal with an enormous amount of data on a daily basis. Owing to their nature of approaching thousands of people, hearing back from them and keeping a track of every single existing, past as well as potential customer is highly tedious and time consuming.

Fortunately, as the technological advancements started gearing up and the market started getting more competitive, a new marker emerged that functioning in the realm of business CRM software. These software platforms were designed to reduce the efforts put by the sales team of a business house to a great extent and helping businesses save time and money.

CRM software platforms also brought a lot of automation along with them. After installing such software in their systems, majority of the laborious work that was otherwise being performed by the sales team was taken over by these systems.

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.

It is important to note that when the object(s) you want to trigger on or off on the platform of Salesforce is not visible in the dropdown menu, choose the option of “Custom Object”. After clicking on the option, you will be directed into the Zap editor where you will be given chance to choose the custom object you want to trigger on or off on the platform. Follow the same procedure if you want to create a new object on Salesforce Zapier.

However, it is also important to note that though you free to choose any object on the Trigger side of the interface, you will be limited with customisation on the Action side. When you are trying to turn off or create an option on the Action side and you see no fields further or are simply shown the option to “continue”, it would mean that you are not allowed to change that particular object. In such a situation, you can either choose to select another custom object to make changes into, or get in touch with the administrator to make relevant changes in the system, allowing the addition or deduction of the concerned option.