Osmosis

Osmosis + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Osmosis and Salesforce, with as many as 68 possible integrations. Are you ready to find your productivity superpowers?

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Salesforce is a Premium integration on Zapier.

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

When this happens...
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New Agreement Verdict

Occurs when a client accept or decline your agreements

Create and Send Questionnaire

Create or use a client and send the draft questionnaire

New Client

When a client is created on Osmosis

Create Client

Create a new client in your Osmosis account.

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

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Osmosis is a web app that helps creative people cut project start time by creating reusable client questionnaires and work agreements. Osmosis can help you optimize your client intake process.

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

See Salesforce Integrations