New for Our Salesforce Integration: 4 New Features to Manage Campaigns

Kim Kadiyala
Kim Kadiyala / February 28, 2018

Campaign tracking in Salesforce lets you measure how trade shows, paid ads, content marketing, and more influence new leads, opportunities, and revenue.

The latest update to the Salesforce-Zapier integration adds four new features for campaign management, so that you can automatically add contacts and leads from lead capture tools, event management apps, and more to a Salesforce campaign. Try creating Zaps that add new webinar attendees or new opt-ins to a designated campaign. That way, your lead generation efforts can be tracked and managed alongside the rest of your campaign activity.

What's New with the Salesforce + Zapier Integration

New Trigger

  • New Campaign: Triggers when a new campaign is created.

New Search

  • Find a Campaign: Find a Campaign by a field and value you choose. Optionally, create one if none are found.

New Actions

  • Add a Lead to a Campaign: Adds a lead to a campaign.
  • Add a Contact to a Campaign: Adds a contact to a campaign.

How to Automate Salesforce with Zapier

  1. Make sure you have a Zapier account and a Salesforce account

  2. Try some pre-made Salesforce integrations and learn more about how Salesforce works with Zapier

  3. Check out our Salesforce help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Salesforce and Zapier