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Choose a Trigger
Choose an Action
Set up your first integration
Quickly connect Pipeline to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Pipeline with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Pipeline
A trigger is an event that starts your Zap and runs the workflow. For example, with Pipeline, a trigger could be "New Ask."
Setup an action from Salesforce
An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
That’s it! You just connected Pipeline to Salesforce
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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
- FlowRequired
- StatusRequired
- Submitter
- Keywords
Try ItTriggerPolling- IDRequired
- New Step NameRequired
- New Step OrderRequired
- Instructions
- Assign to Email
- Assign to Team
ActionWrite- IDRequired
- BundleRequired
ActionWrite- IDRequired
- Assign to Email
ActionWrite
- FlowRequired
- StatusRequired
- Submitter
- Current Step Owner
- Keywords
Try ItTriggerPolling- BundleRequired
- OverviewRequired
- Assign to Email
- Assign to Team
ActionWrite- Step IDRequired
- File UrlRequired
- File Name
ActionWrite- IDRequired
- NoteRequired
- Step IDRequired
ActionWrite
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Related categories
Related categories