Pipeline + Salesforce
Create Pipeline asks from new updates to opportunities in Salesforce
When an opportunity is updated in Salesforce (e.g., marked as closed or won), it's usually the start of a new workflow for you. Instead of starting that process manually, use this Zapier integration to automatically create a Pipeline ask whenever your opportunity enters a new stage. Jumpstart your pipeline workflows without any added clicks or keystrokes.
When an opportunity is updated in Salesforce (e.g., marked as closed or won), it's usually the start of a new workflow for you. Instead of starting that process manually, use this Zapier integration to automatically create a Pipeline ask whenever your opportunity enters a new stage. Jumpstart your pipeline workflows without any added clicks or keystrokes.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Ask
Creates an Ask with you as the submitter
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