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CXera + Salesforce

Create CXera experiences from new Salesforce contacts

Once you establish a new contact in your CRM, you'll want to make sure your contact stays informed. Instead of sending tedious emails and random surveys, why not use Zapier to create a microsite with all the information in one place? This integration will automatically create a new CXera experience every time you add a new contact in Salesforce and invite the contact to access the experience.

Once you establish a new contact in your CRM, you'll want to make sure your contact stays informed. Instead of sending tedious emails and random surveys, why not use Zapier to create a microsite with all the information in one place? This integration will automatically create a new CXera experience every time you add a new contact in Salesforce and invite the contact to access the experience.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  2. automatically do this...
    CXeraCXera
    Clone a Default Experience

    Triggers when a new Experience is created.

    ActionWrite
  3. then do this!
    CXeraCXera
    Add User to Experience

    Adds a user to an Experience

    ActionWrite
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Supported triggers and actions

What does this mean?
    • History ObjectRequired

    Trigger
    Scheduled
    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
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About CXera

CXera enables “one-click” creation of microsites that help you collaborate, track, take action and continuously improve customer success.
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Related categories

  • Customer Support
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier