salesforce

Workflow Automation Integrations

Build Stronger Customer Relationship to Grow Sales with Salesforce Integration

Salesforce is a CRM software that allows you to build business relationships, manage contacts, and increase sales. It's ideal for all types of businesses as it works across all operating systems.

Customer Relationship Management

Salesforce is a customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

How Does it Work?

ZapUp automates your work by merging Triggers (like “New Case”) and Actions (like “Create a Case”) to complete an action easily in one application while a trigger occurs in another application. ZapUp’s integration with Salesforce helps you deal with CRM activities smoothly for all small and medium sized businesses by easily performing actions like creating new cases and tasks.

flow-inner-integration
Triggers

New account

Triggers a new account

New contact

Triggers an update on any new contact is added

New event

Trigers when new event is recorded

New leads

Triggeres when new lead is added

New note

Triggers if new note is added

New task

Triggers if new task is added

ACTIONS

Create account

Create a new account

Create contact

Creates a new contact entry

Create event

Creates a new event

Create lead

Creates a new lead entry

Create note

Adds a note to an existing ticket

Create opportunities

Create new opportunities

Create task

Creates a new task

Update account

Update account details

Update contact

Update contact details

Popular ways to use Salesforce workflows

Salesforce

Salesforce
New Record

slack

Slack
Send Channel Message

Salesforce

Salesforce
New Record

google-calendar

Google Calendar
Quick Add Event

Salesforce

Salesforce
New Record

asana

Asana
Create Task

Salesforce

Salesforce
New Record

mailchimp

Mailchimp
Add/Update Subscriber

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