Create integrations between SalesOptima and Salesforce Essentials to automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect SalesOptima and Salesforce Essentials 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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 Properties
  Required
Trigger
Instant
Try It
- LinkCode
  Required
- Contact Settings
  Required
- Contact Overwrite
  Required
- ContactId
- First Name
- Last Name
- Salutation
- Title
- Company Name
- Address 1
- Address 2
- Address 3
- City
- State
- Zip
- Country
- Phone
- Check Duplicates by Phone
- Home Phone
- 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
- Custom Date 2
- Custom Date 3
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Add Tag
- Force Owner
- Referral URL
- Text Message Opt In
- 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
Action
Write
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Lead
  Required
Action
Write

- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search

- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

- Select an Event
  Required
- Contact Properties
  Required
Trigger
Instant
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About SalesOptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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