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Top Salesforce automations to keep your business on track

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2 min read

Top Salesforce automations to keep your business on track

By Hannah Herman · November 13, 2019
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With over 150,000 customers worldwide, Salesforce is one of the most popular customer relationship management (CRM) apps available. Businesses large and small use it to track their leads, manage the sales cycle, execute drip marketing campaigns, and more.

Lots of teams—especially sales teams—spend the majority of their working day in Salesforce. It houses an enormous amount of data, including all of your customers' contact information, the products they've purchased in the past, and the status of sales opportunities that are currently in progress.

While Salesforce is an incredibly useful and customizable tool, no one wants to spend more time than necessary moving data around. Here are five automations that can help you get the most out of Salesforce—while reclaiming precious time to spend on higher-value activities.

Never manually create a new lead or contact again

When someone clicks on an online ad, fills out a form, or responds to other marketing campaigns, what happens to that lead? Do you manually download their information, reformat it, and upload it into Salesforce? Do you sit down and type their details into your CRM? If so, you know that managing new leads can be a time suck, especially if you're working with a high volume of them.

Instead of managing your Salesforce leads and contacts manually, you can use Zaps—Zapier's automated workflows—to transfer lead information into Salesforce automatically. Here are a few sample Zaps that will do the trick:

Effortlessly track warm leads and opportunities

When a new lead comes in, you often have only minutes to reach out if you want to convert them into a paying customer. Staying on top of new leads in real time can be frustrating, especially when you're trying to track hundreds or thousands of sales opportunities.

A great solution to this problem is to push new leads into whatever chat app your team uses. That way, they can immediately see when a new lead comes in, along with the relevant contact information they need to reach out. Here are a couple of Zaps that can do this:

Stay on top of Salesforce tasks with your favorite to do app

Salesforce offers a create task feature that allows you to associate tasks with leads or assign them to specific people on your team. But the truth is that everyone has their own method for managing their to-do list, and lots of people prefer to use an app other than Salesforce to track their work.

Looking for ways to manage your tasks? We've done the work of testing and recommend these as the best to-do list apps and these as the best free project management solutions.

Instead of manually copying your Salesforce tasks into your favorite to-do app, here are a couple of Zaps that can do it for you:

Keep your sales data and financial data in sync

Another area where many businesses can save time is in keeping their accounting app up-to-date based on the most recent Salesforce data. When a new contact or opportunity is created in Salesforce, you'll eventually also need to create a corresponding contact or customer in your accounting program. Similarly, when a Salesforce opportunity closes, you'll have to create an invoice for that amount in your financial hub.

That's a lot of data entry to ask of your sales and accounting staff, so here are a few automations that can lighten the load:

Love these automations, but not sure how to get started with Zapier? Learn more about setting up your apps to work together with Zapier.

Headed to Dreamforce this year? Here are 5 tips to get the most out of the conference—and stay productive.

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Hannah Herman picture

Hannah Herman

Hannah Herman is a tech writer and native New Yorker. She’s written extensively on automation, digital innovation, and the ethics of AI. When she’s not writing, she’s probably reading; her favorite book is Anna Karenina.

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