A blog about productivity, workflow best practices, company building and how to get things done with less work.


Archives for September 2012

We've now reviewed both Salesforce and Desk.com zaps and for the final day of Dreamforce were going to take a look at some of the best Chatter zaps being used.

Chatter if you aren't familiar is an enterprise social network that allows businesses to collaborate in real time from anywhere.

Here are some of Zapier users favorite Chatter zaps. But these aren't the only Zaps you can make. Check out other Chatter integrations here or create your own custom Chatter zaps here.

Tracking WordPress or RSS Feeds in Chatter

WordPress Chatter

Most professionals have a plethora of media outlets, blogs, and resources they follow to keep up on current events and trends. Sharing this information can sometimes be a bit tedious.

The WordPress Chatter zap lets users easily plug in an RSS feed and send new items in the feed into Chatter automatically where you and your co-workers can socialize around the article.

Message Chatter for New Box Files

Box Chatter

For a lot of companies, documents and files are how work gets done so knowing when new files are created and shared is a big deal.

The Box Chatter zap will post new updates to Chatter automatically for any new Box files. Chatterers can then easily collaborate around the new file.

Update Chatter from Evernote

Evernote Chatter

When you're out in the field taking notes on Evernote it would be handy to update your co-workers on details of a meeting with an opportunity.

The Evernote Chatter zaps make it a breeze to post an update in Chatter for specific new Evernote notes.

Automating the Salesforce ecosystem

So that's a wrap on our coverage of Salesforce apps for Dreamforce. Be sure to review some of the great zaps for Salesforce and Desk.com.

Keep an eye out for new Salesforce products on Zapier in the future. There's plenty more in the pipeline.

About the Author

Wade Foster is a Co-founder and CEO at Zapier. He likes to write about process, productivity, startups and how to do awesome work.

Continuing our theme for Dreamforce this week of featuring integrations from Salesforce companies, today we'll feature Desk.com which is one of the better help desk, ticketing and knowledge base tools out on the market.

Extending Desk.com to work with other applications isn't easy. And that's where Zapier comes in.

Here are some of Zapier users favorite Desk.com zaps. But these aren't the only Zaps you can make. Check out other Desk.com integrations here or create your own custom Desk.com zaps from here.

Adding Desk.com Customers to MailChimp

Desk MailChimp

Following up with customers on new feature requests, support issues and more can be challenging. The Desk to MailChimp zap lets you easily push new Desk.com customers to a specific list in MailChimp were you can specifically follow up with customers on support related issues.

Perfect for segmenting and emailing customers that really care about your product.

HipChat Alert for Desk.com Cases

HipChat Desk

Refreshing Desk.com all day isn't the most efficient way to find out about new Desk cases. The Desk.com HipChat zap lets you send new Desk cases to HipChat so you know instantly when to help a customer out. Additionally, all your team members can easily track what support issues are coming in, quickly chat about the issue, and decided who is best qualified to answer the case.

Create Desk.com Customer from Wufoo

Wufoo Desk

One of the most efficient ways to get feedback from customers is through forms and no one makes forms easier than Wufoo. The Wufoo Desk.com zap makes it really easy to take that form data and do something interesting with it like creating new cases. With Wufoo and Desk you have an easy to setup bug tracking service without all the complications of setting one up.

Add Desk Customer to Highrise

Desk Highrise

Knowing what issues customers are having is a big deal for sales and marketing teams. The last thing a sales guy wants on a call is to not know about the issue their client is having because they don't have access to support data.

The Desk Highrise zap solves this by letting users push new Desk customers and cases to Highrise so sales and marketing can easily track whats happening with support for their contacts.

Desking It Up

These are just a few of the zaps users are using to take Desk to the next level. Make sure to check out all the other Desk.com zaps users are using to get the most out of Desk. You can also come up with your own zaps from scratch too!

About the Author

Wade Foster is a Co-founder and CEO at Zapier. He likes to write about process, productivity, startups and how to do awesome work.

To kick off Dreamforce this week we thought we'd run down a list of some of your fellow Zapier users favorite ways to use Salesforce with other applications. There are more than 50 Salesforce integrations already being used by sales and marketing teams all over and you can create your own straight from the home page.

Salesforce is one of the most powerful and extensible CRMs on the market. Salesforce + Zapier helps users connect Salesforce easily with other best in breed tools.

One of the best parts of Salesforce integrations is that it works with all editions of Salesforce.

Add Notes to Salesforce from Evernote

Evernote Salesforce

One of the most popular Zaps lets you easily add notes to Salesforce contacts, leads, accounts, opportunities and more from Evernote. The Evernote Salesforce Zap allows users to easily take notes out in the field or in meetings in Evernote, but allow the rest of your team to track your pipeline in Salesforce.

Adding Contacts to Salesforce from MailChimp

Salesforce MailChimp

Getting your mailing list to work easily with your CRM can be a bit of a hassle. This MailChimp Salesforce Zap lets you easily add new MailChimp subscribers to Salesforce as contacts so now you can easily follow up with your contacts and track them via Salesforce.

You can also do this with other mailing list software like Campaign Monitor, AWeber, or other email marketing tools supported in the Zapbook.

Use Wufoo as a Lead form for Salesforce

Salesforce Wufoo

One of the easiest ways to set up a lead form fast and easy is with good form software like Wufoo. Seems like lots of Zappers have caught onto this too, since plenty of you are creating Salesforce leads and contacts from Wufoo form software.

For those of you wanting to test this out check out the Wufoo Salesforce Zap here.

Add Salesforce Events to Google Calendar

Salesforce Google Calendar

Events are nice in Salesforce because everyone in the organization can see what is going on. But it seems like lots of you already have a calendar setup in Google Calendar and managing both calendars can be a pain.

This Salesforce Google Calendar Zap lets you push Salesforce events to Google Calendar so you can see all your events in one place and not have to worry about checking multiple calendars or entering events in multiple places any more.

Taking Salesforce to the Next Level

These are just a few of the things you can do with Salesforce Zaps. Check out 50+ Salesforce integrations in the Zapbook for more ideas or create your own from scratch.

About the Author

Wade Foster is a Co-founder and CEO at Zapier. He likes to write about process, productivity, startups and how to do awesome work.

Zapier is going to be at Dreamforce this week.

Dreamforce is one of the biggest conferences every year where marketers, sales teams, developers from all over the world get together to connect, collaborate and learn about better ways to grow their businesses.

Make sure to catch the session on interoperability and mobile apps on Thursday where I'll (Wade) be chatting about how collaboration happens across multiple applications.

Session Name: Upward Mobility: Empower Your Workforce with AppExchange Mobile Apps
Session Date: Thursday, September 20
Session Time: 4:00 p.m. - 5:00 p.m.

We'd love to meet up with you this week too if you're in town for Dreamforce. Find us (we'll be in the orange Zapier shirts) and show us how you use Zapier and we'll show you some handy tips and tricks as well.

If you have anything specific you want to talk about with us or schedule a time to meet up, just send us an email at contact@zapier.com. See you in San Francisco!

P.S. Stay tuned the rest of this week as we show off some of the coolest ways to use various Salesforce products more productively.

About the Author

Wade Foster is a Co-founder and CEO at Zapier. He likes to write about process, productivity, startups and how to do awesome work.

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