New integration: Win more customers with Salesforce Essentials

Hannah Herman
Hannah Herman / September 29, 2020
Salesforce Essentials home page

Salesforce Essentials is a CRM that allows you to manage every customer conversation from anywhere. It's a fast and easy way to get started with a CRM.

And now Salesforce Essentials connects with Zapier, making it easier than ever to automate your CRM. Connect Salesforce Essentials with 2,000+ other apps. Zapier can automatically trigger workflows in other apps whenever there's a new or updated record, updated field, or new outbound message in Salesforce Essentials. Or you can create or update a record, create an attachment, or add a lead or contact to a campaign in Salesforce Essentials whenever trigger events happen in the other apps you use most.

Here are just a few ways to make the most of Salesforce Essentials's Zapier integrations.

How to automate Salesforce Essentials with Zapier

  1. Sign up for a Salesforce Essentials account, and make sure you have a Zapier account.

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

  3. Or log in and build a custom workflow with Salesforce Essentials and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Salesforce Essentials with Zapier.

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Hannah Herman

About the Author

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.