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Create integrations between Quicksearch and Salesforce Essentials to automate any workflow

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Salesforce EssentialsSalesforce Essentials
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.
Connect Quicksearch and Salesforce Essentials to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.
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Choose a Trigger
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Choose an Action
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.

    • SendDate
    • FirstName
    • LastName
    • Email
    • Title
    • Sex
    • Age
    • Street
    • PostCode
    • City
    • Region
    • HomePhone
    • WorkPhone
    • District
    • District2
    • Office
    • Company
    • Email2
    • Branch
    • BusinessArea
    • Turnover
    • TypeOfPerson
    • Division
    • SubDivision
    • HomePage
    • BirthNumber
    • Responsibility
    • Priority
    • CustomerNumber
    • Occupy
    • Income
    • MobilePhone
    • Country
    • Value1
    • Value2
    • Value3
    • Value4
    • Value5
    • Value6
    • Value7
    • Value8
    • Value9
    • Value10
    • Value11
    • Value12
    • Value13
    • Value14
    • Value15
    • Value16
    • Value17
    • Value18
    • Value19
    • Value20
    • Value21
    • Value22
    • Value23
    • Value24
    • Value25
    • Value26
    • Value27
    • Value28
    • Value29
    • Value30
    • Value31
    • Value32
    • Value33
    • Value34
    • Value35
    • Value36
    • Value37
    • Value38
    • Value39
    • Value40
    Action
    Write
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
    • Campaign
      Required
    • Lead
      Required
    Action
    Write
  • Salesforce Essentials triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
    • Campaign
      Required
    • Contact
      Required
    Action
    Write
    • File
      Required
    • Salesforce Object
      Required
    • Description
    • IsPrivate
    Action
    Write
quicksearch logo
quicksearch logo
About Quicksearch
Quicksearch is an enterprise Customer Experience (CX) and Employee Experience (EX) platform
Help
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  • Forms & Surveys
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    salesforce-essentials logo
    salesforce-essentials logo
    About Salesforce Essentials
    Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
    Help
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