Zapier makes it easy to integrate GitHub with Salesforce - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New Branch" from GitHub.
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
Zapier seamlessly connects GitHub and Salesforce, automating your workflow.
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.
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When a new issue with specific tags or labels indicating a bug is created in GitHub, Zapier can log or update a corresponding case in Salesforce. Customer support teams can rapidly track and escalate issues, ensuring that nothing falls through the cracks.
Customer Support OpsWhen a new sales opportunity is created or updated in Salesforce, Zapier can automatically create or update an issue in a GitHub repository. This ensures that the engineering team is consistently aligned with sales, especially for products or client requests involving custom technical features.
EngineeringWhen a new GitHub pull request is created or merged for marketing-related projects, Zapier can log this progress in Salesforce under the related campaign. This keeps marketing and technical teams aligned and helps ensure timely execution of collaborative campaigns.
Marketing & Marketing OpsNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with GitHub and Salesforce
To set up a trigger for GitHub in Salesforce, you start by selecting an event in GitHub, such as 'New Commit' or 'New Issue', that will kick off the automation. In our platform, you'll connect your GitHub account, choose the repository you want to monitor, and then specify the event that will serve as the trigger for actions within Salesforce.
Yes, you can create new records in Salesforce when a specific event occurs in GitHub. For example, when there's a new issue or a pull request created in your repository, we can automate the process to generate corresponding records like Leads or Cases in Salesforce.
Once a GitHub trigger is activated, various actions can be performed in Salesforce such as creating or updating records (like Cases, Contacts), posting Chatter messages, and even triggering approval processes. Our system allows you to map fields and structures effectively between both platforms.
Absolutely! You can configure the integration so that when there is a new commit on GitHub—which could contain specific keywords or tags—a particular record in Salesforce gets updated with this information.
During integration setup between GitHub and Salesforce on our platform, you'll authenticate both accounts securely. For GitHub, typically OAuth is used to ensure secure access without storing credentials. Similarly, for Salesforce integrations, you authenticate through OAuth as well.
Yes! We can automate the flow of information ensuring that when an issue is created or updated on GitHub, it automatically reflects on relevant teams’ dashboards or task lists within Salesforce. This streamlines communication and ensures all team members are aligned.
Our system provides detailed logs and error handling mechanisms during data transfer between GitHub and Salesforce. You'll receive notifications if something goes wrong during an automation run so errors can be addressed swiftly—ensuring seamless operations between platforms.
