Create integrations between eRelocation and Salesforce to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Authentication KeyRequired
- Integration KeyRequired
Try It- New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
Try It - Salesforce ObjectRequired
Try It
- Customer First Name
- Customer Last Name
- Customer 2 First Name
- Customer 2 Last Name
- Customer Name (full)
- Partners_Referral_ID
- Email 1
- Email 2
- Cell Phone 1
- Cell Phone 2
- Home Phone
- Work Phone 1
- Work Phone 2
- Other Phone
- Referral Fee Due %
- Inquired On
- Comments
- Assigned Agent API Key
- Assigned Agent Mobile Phone #
- Assigned Agent Email Address
- Assigned Agent First Name
- Assigned Agent Last Name
- Direction of ReferralRequired
- Service TypeRequired
- Secondary Source Name
- History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It - Disclaimer
- Salesforce ObjectRequired
Try It
