Connect Salesforce and Motion to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to Motion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Motion - 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 Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create Project" in Motion.
You’re connected!
Zapier seamlessly connects Salesforce and Motion, automating your workflow.
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Frequently Asked Questions about Salesforce + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Motion
Can I automatically create a task in Motion when I close a deal in Salesforce?
Yes, you can set up a trigger in Salesforce that activates when a deal is marked as closed. This trigger can then initiate an action within our integration to create a corresponding task in Motion.
How do I update records in Salesforce based on actions in Motion?
You can configure an action in our integration that updates specific records in Salesforce whenever a corresponding activity is completed or updated in Motion. This requires setting the appropriate fields and conditions within the integration setup.
Is it possible to sync calendars between Salesforce and Motion?
While direct calendar synchronization isn’t available, you can create events in one system based on triggers from the other. For example, setting an event completion in Motion can trigger creating or updating an event record in Salesforce.
What types of data can be transferred from Salesforce to Motion?
Our integration supports transferring customer information, deal details, and task specifics from Salesforce to Motion based on pre-defined triggers like new entries or status updates.
Can I set up automated reminders for my team using the integration?
Yes, by using triggers for upcoming deadlines or task completions in either system, we can set up automated reminder actions that notify team members through their preferred channels.
Do I need technical skills to set up this integration between Salesforce and Motion?
No technical skills are required. Our user-friendly interface guides you through selecting triggers and actions step-by-step, making it accessible for all users.
How secure is the data transferred between Salesforce and Motion?
We prioritize security by ensuring that all data transferred between Salesforce and Motion is encrypted according to industry standards during both transmission and storage.
Practical ways you can use Salesforce and Motion
Track lead generation efficiently
When a new lead is created in Salesforce, Zapier updates your Motion project to align your team's tasks around the new opportunity. This ensures prompt action on leads and better resource allocation, improving conversion rates.
Business OwnerStay updated on sales impact on project timelines
Whenever a Salesforce opportunity stage is changed, Zapier links this update with Motion to adjust relevant project timelines. This integration keeps project managers informed and helps them align team efforts with changing priorities.
Project ManagementOptimize scheduling by creating tasks for closed deals
When an opportunity is closed in Salesforce, Zapier automatically creates a new task in Motion to prioritize post-deal activities. This integration ensures actions like follow-ups or handoffs don't slip through the cracks, saving time and improving team coordination.
Sales OpsSupported 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 Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
