Connect Salesforce and YouTube to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to YouTube with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with YouTube - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Video to Playlist" in YouTube.
You’re connected!
Zapier seamlessly connects Salesforce and YouTube, automating your workflow.
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.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Connect Salesforce and YouTube 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.
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Learn how to automate Salesforce on the Zapier blog
Learn how to automate YouTube on the Zapier blog
Frequently Asked Questions about Salesforce + YouTube integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and YouTube
Can I automatically upload videos from my Salesforce account to YouTube?
As of now, our integration doesn't support the direct uploading of videos from Salesforce to YouTube. However, you can manage your video data in Salesforce and link with YouTube by creating triggers based on video-related actions within your Salesforce processes.
Is it possible to update a contact in Salesforce when someone comments on a specific YouTube video?
Yes, through our platform, you can set up triggers for new comments on your YouTube videos. These triggers can then initiate actions like updating or creating contact records in Salesforce, allowing for seamless synchronization between your viewer interactions and customer data.
Can we send alerts from Salesforce when a new video is uploaded to our YouTube channel?
Absolutely! By configuring a trigger that detects when a new video is uploaded to your channel, you can set up automated alerts within Salesforce. This ensures that your team is always informed about the latest content available.
How do we track YouTube analytics data in our Salesforce dashboards?
Our integration provides the capability to bring key metrics like view counts and engagement statistics directly into Salesforce using scheduled or real-time data pulls. This allows your team to generate comprehensive dashboards and reports within the familiar environment of Salesforce.
Can we manage our YouTube playlist information directly from Salesforce?
Currently, while you can't manage playlists directly from within Salesforce, you can utilize updates in playlist information as triggers within our toolset. These updates can initiate further workflows or notifications in your connected applications.
How are subscriber updates handled between YouTube and Salesforce?
With our integration setup, whenever there is an update such as a new subscriber on your YouTube channel, it can trigger actions like adding them as leads or contacts in Salesforce. This process helps maintain an updated database without manual intervention.
What happens if an action fails during the integration process between these platforms?
For any failed action during the integration process, you will be notified through the designated error handling mechanisms setup within our platform. This ensures immediate attention and remediation steps for continuity between your systems.
