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Smartloop + Salesforce Integrations

How to connect Smartloop + Salesforce

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Supported triggers and actions

What does this mean?
    • User / Subscriber idRequired

      The unique Id of the subscriber/user where the notification will be sent. This can be captured from user_id attribute from your New Zap Event

    • TextRequired

      Enter the text that will be sent out to the user. e.g. Thanks for placing the order! We will let you know when the order ships

    Action
    Write
    • Salesforce ObjectsRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

    • Record to LinkRequired

    • FileRequired

      The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files

    • VisibilityRequired

      Specifies whether this file is available to all users, internal users, or shared users.

    Action
    Write

How Smartloop + Salesforce Integrations Work

  1. Step 1: Authenticate Smartloop and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Salesforce Tutorials

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About Smartloop

Simplicity and automation. Sell more by using conversational AI to collect leads, nurture and engage with better insights. Enjoy improved CTR by elevating your email marketing.

Related categories

  • Marketing Automation
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