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How Zapier works
Zapier makes it easy to integrate Hootsuite 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 "Outbound Message Sent" from Hootsuite.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Hootsuite 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.
- Social Profile
Try ItTriggerPolling- Important Notice
- File to Upload
ActionWrite- Media Upload Instructions
- Media
- Social Profile
- TextRequired
- Post immediately?
- Tags
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
- Social Profile
Try ItTriggerPolling- Important Notice
- Media ID
ActionWrite- TextRequired
- Topics
- Suggestion Reason
- Expiry Date
- Is Shareable
- Mime Type
- Thumbnail URL
- URL
- Is Pinned
- PDF Attachment
- Photo URL
- Shareable on Facebook
- Shareable on Facebook Page
- Shareable on Instagram
- Shareable on LinkedIn
- Shareable on Twitter
- Video Attachment
- Is Editable
- Is Native Share Enabled
- Is Published
- Photo URI
- Source Content
- Source Network
- Source User
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
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The average user takes less than 6 minutes to set up a Zap
Connect Hootsuite and Salesforce to integrate crucial parts of your business
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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Hootsuite on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Hootsuite + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Hootsuite and Salesforce
How do I set up an integration between Hootsuite and Salesforce?
First, you need to have both Hootsuite and Salesforce accounts. Then, log into Zapier account to set up the integration. You'll look to create a Zap that connects the two apps by setting up a trigger in Hootsuite (like a new social media message) and assigning an action in Salesforce (such as creating a new lead or contact). Our user-friendly interface will guide you step by step through selecting triggers and actions.
Can I create Salesforce tasks automatically from Hootsuite?
Yes, with our integration, you can set up a Zap where if a specific event happens in Hootsuite - like receiving a certain type of mention or message - it triggers the creation of a new task in Salesforce. This helps ensure your team acts promptly on social media interactions.
Is it possible to update existing contacts in Salesforce from Hootsuite?
Certainly! When integrating with us, you can map specific triggers from Hootsuite to update existing contacts in Salesforce. For example, if there is an engagement with a known customer or contact on social media, the integration can help automatically update their details in Salesforce.
What types of triggers are available for this integration?
In the Hootsuite-Salesforce integration, you can implement various triggers such as receiving new messages, mentions, or followers on your social channels managed within Hootsuite. Each trigger can initiate different actions within your Salesforce account.
How do I handle errors during the integration process?
We provide detailed logs for each Zap which help identify any issues that occur during the integration process. Common errors usually revolve around incorrect field mappings or missing required fields. We also offer troubleshooting guides and support for resolving issues quickly.
Are there any limitations with the data sync between these two platforms?
While our integration aims for seamless data flow, limitations might arise depending on API restrictions of each platform. Typically, rate limits may affect how often data is synchronized between Hootsuite and Salesforce.
Can I integrate multiple Hootsuite profiles with one Salesforce account?
Yes, it’s possible to connect multiple social media profiles managed under one Hootsuite account to a single Salesforce account. You’ll just need to set up different Zaps for each profile depending on what interactions you'd like tracked or actions you'd like automated.
