Leave manual exports behind you, and keep your CRM updated automatically. It can be done quickly by setting up this Zapier integration. It will then react every time a tile is claimed on Stackla, creating a new contact on Salesforce from the details so you never have to wonder if you're missing anyone again.
How this Stackla-Salesforce integration works
- A new tile is claimed in Stackla
- Zapier adds that contact to Salesforce
What You Need
- Stackla account
- Salesforce account
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Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Send a Tile or Asset to a third party application. Requires Stackla Webhooks.
Create a new contact.