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DailyBot + Salesforce Integrations

How to connect DailyBot + Salesforce

Zapier lets you send info between DailyBot and Salesforce automatically—no code required.

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Supported triggers and actions

What does this mean?

How DailyBot + Salesforce Integrations Work

  1. Step 1: Authenticate DailyBot + Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About DailyBot

DailyBot is your team's daily assistant. Put your stand-up meetings, status reports and check-ins on cruise control, save time and increase productivity.

Related categories

  • Project Management
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About Salesforce

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

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