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Angaza + Salesforce

Create opportunities in Salesforce for new Angaza prospects

Keep your sales pipeline aligned with Angaza data. This Zapier integration will automatically create a new opportunity record in Salesforce when a new prospect is added in Angaza.

Keep your sales pipeline aligned with Angaza data. This Zapier integration will automatically create a new opportunity record in Salesforce when a new prospect is added in Angaza.

  1. When this happens...
    AngazaAngaza
    New Prospect

    Triggers when a new prospect is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Angaza triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Pricing GroupRequired

    • Number of days overdueRequired

    Trigger
    Scheduled
    Try It
    • Responsible AgentRequired

    • Pricing GroupRequired

    • Client PhoneRequired

    • Client NameRequired

    Action
    Write
  • Angaza triggers, actions, and search

    Account Paid Off

    Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.

    Trigger
    Scheduled
    Try It
    • Unit NumberRequired

    • Responsible AgentRequired

    • Pricing GroupRequired

    • Client PhoneRequired

    • Client NameRequired

    • Cash Collected

    Action
    Write
    • Account NumberRequired

    • Assign ToRequired

    • Due Date

    • PriorityRequired

    • Instructions

    Action
    Write
angaza logo
angaza logo

About Angaza

Angaza is a business solution designed for last-mile distributors of products and services in emerging markets. Angaza allows you to unlock new markets and sell more products — from solar lighting systems to clean cookstoves.
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Related categories

  • CRM (Customer Relationship Management)

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