Put SalesOptima Core to work with AI and enterprise-grade automation
Automate smarter with SalesOptima Core and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Trello
Project Management
Facebook Messenger
Facebook, Social Media Marketing
Trello
Project Management
Facebook Messenger
Facebook, Social Media Marketing
Trello
Project Management
Facebook Messenger
Facebook, Social Media Marketing
Join millions worldwide who automate their work using Zapier
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.
- Contact PropertiesRequired
Try ItTriggerInstant- LinkCodeRequired
- Contact SettingsRequired
- Contact OverwriteRequired
- ContactId
- First Name
- Last Name
- Salutation
- Title
- Company Name
- Address 1
- Address 2
- Address 3
- City
- State
- Zip
- Country
- Phone
- Home Phone
- Check Duplicates by Phone
- Mobile
- Check Duplicates by Mobile
- Other Phone
- Fax
- Other Fax
- Email
- Email 2
- Email 3
- Website
- Comments Title
- Comments
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Custom 11
- Custom 12
- Custom 13
- Custom 14
- Custom 15
- Custom 16
- Custom 17
- Custom 18
- Custom 19
- Custom 20
- Check 1
- Check 2
- Check 3
- Check 4
- Check 5
- Check 6
- Class 1
- Class 2
- Class 3
- Class 4
- Class 5
- Class 6
- Class 7
- Class 8
- Custom Date 1 Title
- Custom Date 1
- Custom Date 2 Title
- Custom Date 2
- Custom Date 3 Title
- Custom Date 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Add Tag
- Force Owner
- Referral URL
- Text Message Opt In
- Email Info Compliance Text
- Email Info Subscribe
- Email Promo Subscribe
- Email Promo Compliance Text
- Metric Title 1
- Metric Value 1
- Metric Title 2
- Metric Value 2
- Metric Title 3
- Metric Value 3
- Metric Title 4
- Metric Value 4
- Metric Title 5
- Metric Value 5
- Metric Title 6
- Metric Value 6
- Metric Title 7
- Metric Value 7
- Metric Title 8
- Metric Value 8
- Metric Title 9
- Metric Value 9
- Metric Title 10
- Metric Value 10
- Note Type Code
- Note 1 Title
- Note 1
- Note 2 Title
- Note 2
- Note 3 Title
- Note 3
- Note 4 Title
- Note 4
- Note 5 Title
- Note 5
- Note 6 Title
- Note 6
- Note 7 Title
- Note 7
- Note 8 Title
- Note 8
- Note 9 Title
- Note 9
- Note 10 Title
- Note 10
- Multi Comments 1 Title
- Multi Comments 1
- Multi Comments 2 Title
- Multi Comments 2
- Multi Comments 3 Title
- Multi Comments 3
- Multi Comments 4 Title
- Multi Comments 4
- Multi Comments 5 Title
- Multi Comments 5
- Multi Comments 6 Title
- Multi Comments 6
- Multi Comments 7 Title
- Multi Comments 7
- Multi Comments 8 Title
- Multi Comments 8
- Multi Comments 9 Title
- Multi Comments 9
- Multi Comments 10 Title
- Multi Comments 10
- Contact New Proc ID
- Contact Dup Proc ID
- Ignore Web Form Proc ID
- Contact New Proc CLP User ID
- Contact Dup Proc CLP UserID
ActionWrite
- Select an EventRequired
- Contact PropertiesRequired
Try ItTriggerInstant
For builders
Let your AI safely access SalesOptima Core
Go beyond Zap workflows. Install Zapier in your AI to call SalesOptima Core actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in SalesOptima Core from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose SalesOptima Core actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a SalesOptima Core connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "salesoptima-core", owner: "me" });
await zapier.runAction({
app: 'salesoptima-core',
action: 'update_contact',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
SalesOptima Core Help & Support
Common questions
Related categories