Manifestly + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Manifestly and Salesforce, with as many as 72 possible integrations. Are you ready to find your productivity superpowers?
Create Manifestly checklist runs from new Salesforce opportunities
Checklists are a great way to assign team members tasks that need to be completed with each new business opportunity. With this Zapier integration, your team will have the peace of mind that standard operating procedures are followed for client onboarding, sales opportunities, and other events in your Salesforce account.
Note: You will need to have a checklist in your Manifestly account for this process.
How It Works
- A new opportunity is added to your Salesforce account
- Zapier creates a checklist run in your Manifestly account
What You Need
- Salesforce account
- Manifestly account
Create new checklists in Manifestly from new Salesforce cases
Treating new Salesforce cases the same brings order and efficiency to your day-to-day work. With this Zap, you can automatically create and assign checklists in Manifestly for dealing with new customer cases in Salesforce. The checklist can be customized with information in the Salesforce case. With a streamlined, automated process, you can spend your free time with customers, not buried in your apps.
How this Salesforce-Manifestly integration works
- A case is created on Salesforce
- Zapier creates a checklist in Manifestly
It's easy to connect Manifestly + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a checklist step is completed.
Creates a run of a checklist.
Triggers when a checklist run is completed.
Create a new lead.
Triggers when a checklist run is started.
Add a lead to a campaign.
Triggers when a new lead is created.
Create a new custom object (of the type you choose).
Triggers when a new custom object (of the type you choose) is created.
Add a contact to a campaign.
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