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Dovetail
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Dovetail
1. Choose trigger event
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Salesforce
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Salesforce
2. Choose action
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1. Select the event
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Dovetail
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Published Insight" from Dovetail.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Dovetail and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Project
    Trigger
    Polling
    Try It
  • Dovetail triggers, actions, and search
    Updated Project

    Triggers when a project is updated.

    Trigger
    Polling
    Try It
    • Project
    • Title
    • Content
    • Published
    • Append content if insight exists
    Action
    Write
    • Name
    Action
    Write
    • Channel
      Required
    • Text
      Required
    • Timestamp
      Required
    • Source Title
    • Source URL
    • Custom fields
    Action
    Write
    • Project
    • Title
    • Content
    • Append content if insight exists
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Dovetail and Salesforce

Add published insights to a Salesforce contact

When a new insight is published in Dovetail, Zapier automatically adds it to an existing contact record in Salesforce. By syncing insights with contacts, data science teams can provide key stakeholders with timely insights, reducing manual updates and helping improve decision-making.

Data Science
Try it
Sync new Salesforce opportunities to a project in Dovetail

When a new Salesforce opportunity is created, Zapier automatically creates a corresponding project in Dovetail. This ensures engineering teams have better project oversight and alignment with the sales pipeline.

Engineering
Track new Salesforce records in Dovetail for system analysis

When a new record is created in Salesforce, Zapier adds a data point to a specified channel in Dovetail. This automation allows IT teams to monitor and analyze system usage trends, ensuring operational efficiency.

IT

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Make work flow with AI

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Frequently Asked Questions about Dovetail + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dovetail and Salesforce

What is the primary purpose of integrating Dovetail with Salesforce?

The main goal of integrating Dovetail with Salesforce is to streamline your workflow by automating the transfer of data between the two applications. This includes setting up triggers and actions that automatically sync customer information, updates, and records without manual data entry.

Can I automatically create a Salesforce contact when a new entity is added in Dovetail?

Yes, you can set up triggers in Dovetail such that whenever a new entity or record is added, it can automatically create a corresponding contact or lead in Salesforce. This automation helps ensure that your CRM stays updated seamlessly.

Is it possible to update a Salesforce record from Dovetail based on changes?

Absolutely. You can configure actions to update existing Salesforce records whenever changes are detected in Dovetail. This ensures consistency and accuracy across your data platforms.

How do I manage duplicate records when syncing between Dovetail and Salesforce?

Our integration allows you to set criteria and rules to handle duplicates effectively. You can either choose to update existing records or notify users about potential duplicates before creating new entries.

What types of data fields are supported during the integration process?

The integration supports various standard fields such as names, email addresses, phone numbers, and custom fields defined within both Dovetail and Salesforce, enabling comprehensive data synchronization.

Do I need technical skills to set up the integration between Dovetail and Salesforce?

Not necessarily. While some understanding of how both platforms work is beneficial, our user-friendly interface offers a step-by-step setup process with predefined workflows that require minimal technical skills.

How frequently does the synchronization between Dovetail and Salesforce occur?

The frequency of synchronization can be configured based on your business needs. You can set it for real-time updates or at scheduled intervals depending on how critical timely data updates are for your operations.

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About Dovetail
Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source of truth for customer knowledge.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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