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Quickly connect EasyCSV to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate EasyCSV with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New CSV File Generated via Import" from EasyCSV.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects EasyCSV and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Try ItTriggerInstant - CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)Required
- CSV Filename (optional)
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Try ItTriggerInstant - CSV FileRequired
- File Includes Headers?Required
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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