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Salesforce + Vainu

Add closed Salesforce opportunities to company lists in Vainu

If you're an account manager, your biggest goal is probably to extend the account value. To achieve this goal, it helps significantly if you know what's going on in your accounts and whether any game-changing events occur. With this Zapier automation, the companies with closed Salesforce opportunities will be added into a Vainu company list so that you'll know if anything happens in them.

If you're an account manager, your biggest goal is probably to extend the account value. To achieve this goal, it helps significantly if you know what's going on in your accounts and whether any game-changing events occur. With this Zapier automation, the companies with closed Salesforce opportunities will be added into a Vainu company list so that you'll know if anything happens in them.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    VainuVainu
    Add Company to a List

    Adds a given company to a selected company list if the company is found in the Vainu database.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Vainu

Platform for updating your CRM or marketing automation tool with real-time company information.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier