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App of the day

1 min read

Salesforce: App of the day

By Hannah Herman · July 14, 2020
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Don't let the app's cute animal mascots fool you: for many businesses, Salesforce is the gold standard in enterprise customer relationship management (CRM) software. Founded in 1999, the cloud-based app quickly became a leading player in the sales space—before rolling out products for marketers and non-profits, too.

With Salesforce, you can connect to your customers throughout the entire sales cycle, from the moment a lead expresses interest all the way through renewal and upsell. The CRM offers all of the features you need to manage your sales pipeline, like easy ways to see your leads, opportunities, accounts, and any associated revenue. It also allows you to easily connect sales, marketing, finance, billing, and service teams to guide each prospect through a personalized customer journey. With Salesforce, you can see every touchpoint and interaction a customer has had with any of these teams.

Salesforce also offers robust analytics and tracking features so you can keep tabs on how your sales team performs—even if they're spread across time zones and countries. You can plan territories, see team performance, track sales rep execution, and more.

But beyond these standard CRM features, Salesforce offers incredible customizability. You can create custom objects for just about anything and associate them with leads or opportunities. With its comprehensive suite of tools and features, Salesforce is a great choice for businesses that deal with a high volume of sales or a complex, longer sales cycle.

You can automate your CRM with Zapier's Salesforce integrations. Here are a few popular Salesforce automations to get you started.

Add new Facebook Lead Ads leads as leads in Salesforce

  • Facebook Lead Ads logo
  • Salesforce logo
Facebook Lead Ads + Salesforce
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    In order to be as efficient as possible, your sales team needs to have the latest data at all times. Start your workflow with this Facebook Lead Ads-Salesforce integration and you'll never lag behind again. Once it's active, Zapier will send every new lead from Facebook to Salesforce automatically, keeping your CRM effortlessly up to date.

    Get Slack notifications for new Salesforce opportunities

    • Salesforce logo
    • Slack logo
    Salesforce + Slack
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      Want a simple way to let your team know about your new Salesforce opportunities? Once you set up this integration, new Salesforce opportunities created from that point forward are automatically posted to a Slack channel and shared with your team. Or, you can use the Slackbot channel to notify yourself privately of new Salesforce opportunities.

      Create Trello cards for new Salesforce tasks

      • Salesforce logo
      • Trello logo
      Salesforce + Trello
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        Is your team using Trello to manage your tasks visually, and Salesforce to manage your CRM contacts? Use this Salesforce to Trello integration to start adding new cards to a Trello board for new tasks as they are added to a Salesforce account. Once this integration has been set up, all new Salesforce tasks created from that point forward will create a Trello card for your team.

        Generate QuickBooks Online customers with new Salesforce accounts

        • Salesforce logo
        • QuickBooks Online logo
        Salesforce + QuickBooks Online
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          Looking to streamline your invoicing workflows? Set up this Zap to effortlessly add each new Salesforce account to QuickBooks Online. Once this integration is active, it automatically generates a new QuickBooks Online customer as soon as a new account is added to your Salesforce account.

          New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Salesforce with Zapier.

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          A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'