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Set up your first integration
Quickly connect Dovetail to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dovetail with Salesforce - no code necessary. See how you can get setup in minutes.
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
Try ItTriggerPolling- Updated Project
Triggers when a project is updated.
Try ItTriggerPolling - Project
- Title
- Content
- Published
- Append content if insight exists
ActionWrite- Name
ActionWrite
- New Project
Triggers when a new project is created
Try ItTriggerPolling - ChannelRequired
- TextRequired
- TimestampRequired
- Source Title
- Source URL
- Custom fields
ActionWrite- Project
- Title
- Content
- Append content if insight exists
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
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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
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.
ITLearn how to automate Salesforce on the Zapier blog
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.
