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Connect Salesforce Essentials to smartercontact and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Salesforce Essentials with smartercontact - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce Essentials

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce Essentials, a trigger could be "New Outbound Message."
A trigger is the event that kicks off your automated workflow.

Setup an action from smartercontact

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce Essentials to smartercontact

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Triggers and actions are the main components of every automated workflow.

Connect Salesforce Essentials and smartercontact 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.

Connect Salesforce Essentials and smartercontact to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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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.

    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
    • Salesforce Object
      Required
    Trigger
    Scheduled
    Try It
    • Campaign
      Required
    • Lead
      Required
    Action
    Write
    • Salesforce Object
      Required
    Action
    Write
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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.
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Related categories
  • CRM (Customer Relationship Management)
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  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
    smartercontact logo
    smartercontact logo
    About smartercontact
    Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!
    Help
    Related categories

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