Practifi + Zapier Chrome extension + Salesforce Integrations
How to connect Practifi + Zapier Chrome extension + Salesforce
Zapier lets you send info between Practifi and Zapier Chrome extension and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
Start here
Start here
Choose an Action
Choose an Action
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Do even more with Practifi + Zapier Chrome extension + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Practifi, Zapier Chrome extension, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
IdRequired
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Client Key
Update usingRequired
Id
Key
Prospect Name
Notes
Segment
Id
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Street
City
State
Postal Code
Country
Update usingRequired
Id
Client Key
Client Name
Entity Type
Notes
Segment
Stage
Housing Status
Marital Status
Trading Name
Tax Registration Number
Incorporation Date
Liability
Trading Name
Tax Registration Number
Trust Type
Deed Date
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Id
Key
Salutation
First Name
Last Name
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Type
Street
City
State
Postal Code
Country
Street
City
State
Postal Code
Country
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Key
Prospect Name
Notes
Start New Prospect Process
Segment
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Street
City
State
Postal Code
Country
Update usingRequired
Id
Key
Prospect Name
Notes
Segment
IdRequired
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Street
City
State
Postal Code
Country
Join millions worldwide who automate their work using Zapier
How Practifi + Zapier Chrome extension + Salesforce Integrations Work
- Step 1: Authenticate Practifi, Zapier Chrome extension, 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.
About Practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Zapier Chrome extension
Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.