How to connect Channeltivity + Schedule by Zapier + Salesforce
Zapier lets you send info between Channeltivity and Schedule by Zapier and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Channeltivity + Schedule by Zapier + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Channeltivity, Schedule by Zapier, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
Certification Completion Status Change
Triggers when a Certification Completion is created, or when its Status changes
Try ItNew Deal
Triggers when a Deal is created in the portal
Try ItNew Organization
Triggers when an Organization is created in the portal
Try ItNew User/Contact
Triggers when a User or Contact is created in the portal
Try It
Course Completion Status Change
Triggers when a Course Completion is created, or when its Status changes
Try ItUpdated Deal
Triggers when a Deal is updated in the portal
Try ItUpdated Organization
Triggers when an Organization is updated in the portal
Try ItUpdated User/Contact
Triggers when a User or Contact is updated in the portal
Try It
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How Channeltivity + Schedule by Zapier + Salesforce Integrations Work
- Step 1: Authenticate Channeltivity, Schedule by Zapier, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.