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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Sold Mastermind" from Mastermind.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

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Zapier seamlessly connects Mastermind and Salesforce, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Mastermind to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Mastermind + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mastermind and Salesforce

What do I need to start integrating Mastermind with Salesforce?

To integrate Mastermind with Salesforce, you’ll need active accounts on both platforms. Ensure you have permissions in Salesforce to create or modify objects, as our integration can trigger actions like updating records or creating new leads.

Can I set a trigger in Mastermind to update a Salesforce object?

Yes, you can configure a trigger in Mastermind that will update a specific object in Salesforce when certain conditions are met. For instance, if a participant completes a meeting session, an action could be set to update their status in a Salesforce campaign.

Are there predefined triggers available for this integration?

Our integration provides predefined triggers such as 'Meeting Completed,' 'New Registration,' and 'Feedback Submitted' that initiate specific actions in your connected Salesforce account.

Is it possible to automate the creation of new contacts in Salesforce from Mastermind?

Yes, when a new participant registers for an event in Mastermind, an automated action can create a corresponding contact or lead entry in Salesforce. This helps maintain an up-to-date database without manual entry.

How do I handle errors during the integration process?

We recommend ensuring all field mappings are correctly configured between both platforms and checking for permission issues. Our support team is available to assist with persistent errors or complex configurations that require additional support.

Can I customize the data fields transferred from Mastermind to Salesforce?

Absolutely, our setup allows you to customize which data fields are transferred during triggers and actions. You can map fields from Mastermind directly to appropriate fields within your Salesforce instance.

Do changes in Salesforce reflect back into Mastermind?

This integration is primarily designed for initiating actions within Salesforce based on triggers from Mastermind. Any reverse synchronization would require additional configuration or tools outside our standard offering.

Connect Mastermind 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.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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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.

triggers, actions, or triggers and actions

- Mastermind
  Required
Trigger
Polling
Try It
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Opt In
  Required
Trigger
Polling
Try It
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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About Mastermind

Mastermind app is a online course creation and hosting platform where our users that are subscribed to our platform can create and sell their online courses.

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Related categories

Education

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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