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Zapier makes it easy to integrate Copilot with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Copilot and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Copilot triggers, actions, and search
    List App Installs

    Lists the app installs in a workspace.

    Trigger
    Polling
    Try It
  • Copilot triggers, actions, and search
    Company Created

    Triggers when a company gets created in the Copilot for the first time

    Trigger
    Instant
    Try It

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Copilot and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Copilot to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Copilot + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Salesforce

How do I set up triggers in Copilot when integrating with Salesforce?

To set up triggers in Copilot when integrating with Salesforce, you need to first connect your Salesforce account to Copilot. Once connected, go to the 'Triggers' section in Copilot, and you can select from various trigger events available such as 'New Lead', 'Updated Account', or 'Deleted Contact'. Configure the trigger by choosing specific conditions that match your requirements.

Can I use actions in Copilot to update records in Salesforce?

Yes, our integration allows you to perform actions such as updating existing records in Salesforce. You can choose the 'Update Record' action and specify criteria like the record type and fields that need updates. This automation helps ensure your Salesforce data is always current.

What kind of data can be passed from Salesforce to Copilot?

You can pass a variety of data from Salesforce into Copilot through triggers and actions. This includes standard objects like Leads and Contacts, as well as custom objects specific to your organization. The integration supports passing field data such as names, emails, custom fields, and more.

Is it possible to create a new opportunity in Salesforce using Copilot?

Yes, by setting up a 'Create Opportunity' action within Copilot, you can automate the creation of opportunities directly into Salesforce. Configure this by selecting necessary fields like Opportunity Name, Close Date, and Stage during the setup process.

How do I handle authentication between Copilot and Salesforce?

Authentication between Copilot and Salesforce is handled through OAuth2 protocols. Once you begin configuring the integration in our platform, you'll be prompted to log into your Salesforce account securely and authorize access. This setup ensures secure data transfer between both platforms.

Are there limitations on the types of triggers or actions I can use?

While most standard object triggers are supported like new leads or updated accounts, some custom object triggers might require additional configuration. Similarly for actions; most common operations are available but might require API-level access for specific custom tasks within your org's setup.

How do we ensure data consistency between Copilot and Salesforce during integration?

We implement real-time sync features so any updates happening via triggers (like a new contact added) or any actionable work done (such as change status on an opportunity) integrates seamlessly without lagging issues ensuring consistent datasets across platforms at all times.

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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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