Automatically share new Salesforce opportunities with your team or colleagues in a Circuit conversation enabling everyone involved to be aware of them, discuss them immediately and quickly plan and coordinate the next actions.
How this Salesforce-Circuit integration works
- A new opportunity is created in Salesforce
- Zapier starts a Circuit topic
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Triggers when someone mentions you in a post.
Create a new topic with your user account.
Triggers when a new post is received in any of your conversations.
Create a new lead.
Triggers when a presence is changed.
Add a lead to a campaign.
Triggers when a new lead is created.
Create a new custom object (of the type you choose).
Triggers when a new custom object (of the type you choose) is created.
Add a contact to a campaign.