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Convo + Salesforce

Post new Salesforce opportunities to Convo

Make sure you know about every new opportunity that's added to your team's Salesforce account by having Zapier post info about each new opportunity in Convo.

Make sure you know about every new opportunity that's added to your team's Salesforce account by having Zapier post info about each new opportunity in Convo.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    ConvoConvo
    Create Template Post

    Creates a new post in Convo. This action should ideally be used through Guided Zaps and should not be made directly.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Convo

Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.

Related categories

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About Salesforce

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