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How to connect Plate + Salesforce
Zapier lets you send info between Plate and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Create Content Object
Creates a new content object.
Element ID(s)Required
Section ID(s)Required
Create Post
Creates a new post.
Content Object ID(s)Required
Post ID(s)Required
Create Element
Creates a new element.
Create Section
Creates a new section.
How Plate + Salesforce Integrations Work
- Step 1: Authenticate Plate and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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