SalesforceIQ

SalesforceIQ Integrations

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SalesforceIQ Integration Details

Launched on Zapier November 1, 2012

As a small or medium business, you don't have time to waste on data collection and lead tracking. Together, SalesforceIQ CRM and Zapier can automatically collect and nurture leads, manage relationships, and populate your lists with any piece of data that comes your way. By staying organized and better understanding your customers, you'll be able to make more informed business decisions.

Here are some creative ways to use SalesforceIQ with Zapier:

  • Track leads without having to manually enter them whenever someone contacts you. Zapier will create SalesforceIQ relationships from new entries in Wufoo or Tyepform.
  • Update relationships whenever there's an event that changes a client's status. Whenever someone schedules a call with you in Calendly, Zapier will find the SalesforceIQ relationship and update it accordingly.
  • Get ahead of your bookkeeping by adding new SalesforceIQ relationships to QuickBooks Online as customers.

Zapier combines Triggers (like "New Relationship (V2)") and Actions (like "Add Event") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following SalesforceIQ Triggers, Searches, and Actions are supported by Zapier:

Find a Relationship

Find an existing Relationship on a List

Find Contact

finds a contact

Find Account

Find accounts based on names.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

New Relationship (V2)

Triggers when a relationship is created.

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SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.