Cobot
When this happens...
CobotNew Member
Then do this...
SalesforceCreate Lead

Use Salesforce to manage the marketing of your co-working space? Now, with the help of Zapier, you can add members into Cobot and they appear directly in Salesforce as well! Keep a separate workflow for your marketing team to upsell them into offices or bigger plans, or add leads into Cobot on free plans (Cobot won't charge you for them) and then you can nudge them onto paying plans in your space.

Note: This Zapier integration doesn't import members already added to Cobot.

How It Works

  1. A new member is added to Cobot
  2. Zapier creates new lead in Salesforce

What You Need

  • Cobot account
  • Salesforce account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Cobot + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Membership Confirmed

Triggers when a membership is confirmed. This could be immediately upon confirmation by an admin or to the date the membership should become active.

Create Lead

Create a new lead.

Membership Cancelation Changed

Triggers when the cancellation date of a membership is changed. In most cases that is when a member cancels their membership. But also triggers when an admin cancels a member or moves the cancellation date to another date.

Add a Lead to a Campaign

Add a lead to a campaign.

New Booking

Triggers when a new booking is made for a resource like a meeting room.

Create Custom Object

Create a new custom object (of the type you choose).

New Lead

Triggers when a new lead is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Contact

Create a new contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Cobot is a management software for coworking spaces and shared offices. Cobot helps you with billing, invoicing, bookings and member management so that you have more time for your coworkers.

Learn More

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations