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Create SalesforceIQ relationships from GoSquared smart groups

  1. When this happensStep 1: User Entered Smart Group

  2. Then do thisStep 2: Create Relationship

Never miss a sales opportunity again! GoSquared People makes finding new sales leads effortless. Quickly combine filters that describe your typical lead and save them as a Smart Group. When a new user matches these filters, Zapier will automatically add them as a new Relationship in SalesforceIQ.

Note: This Zap doesn't create relationships for people that are already in a Smart Group. It will only create relationships for people that enter the group once this Zap is turned on.

How It Works

  1. A person enters a Smart Group in GoSquared People
  2. Zapier creates a new relationship in SalesforceIQ

What You Need

  • GoSquared account
  • SalesforceIQ account
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Connect GoSquared + SalesforceIQ in Minutes

It's easy to connect GoSquared + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantLive Chat Message

Triggers when a new Live Chat message is received.

InstantUser Exited Smart Group

Triggers when a user exits a specific Smart Group.

InstantTraffic Spike

Triggers when the number of currently online visitors goes above a certain threshold.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

Find Account

Find accounts based on names.

InstantUser Entered Smart Group

Triggers when a user enters a specific Smart Group.

InstantTraffic Dip

Triggers when the number of currently online visitors falls below a certain threshold.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

Find Contact

finds a contact

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