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


Entries Tagged “Salesforce”

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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