Cobot

Cobot + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cobot and SalesforceIQ, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?

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

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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.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

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.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

New Booking

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

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

New Relationship (V2)

Triggers when a relationship is created.

Membership Canceled

Triggers when the member has actually been canceled by cobot so that his membership is no longer active.

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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.

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SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations