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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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Test

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List Workflows" from Oktopost.

Add your action

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

You’re connected!

Zapier seamlessly connects Oktopost 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.

List Workflows
Triggers when the user searches for workflows
Trigger
Polling
Try It
New Advocacy Story
Triggers when a new story is created on the advocacy board.
Trigger
Instant
Try It
New Note on Conversation
Triggers when a new note is added to a conversation.
Trigger
Instant
Try It
New Campaign
Triggers when a new campaign is created.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is available in your inbox.
Trigger
Instant
Try It

- Board Id
  Required
- Message Id
  Required
- Topic Ids
Action
Write
- Campaign URL
- Campaign Name
  Required
Action
Write

- Message Id
  Required
- Social Profiles
  Required
- Publish In
  Required
Action
Write
- Campaign Name
  Required
Action
Search
- Name
  Required
Action
Search
- Message Id
  Required
Action
Search
- Campaign Name
  Required
- Campaign URL
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Native Post Sent
Triggers when a native post is added from social media
Trigger
Instant
Try It
New Assignment
Triggers when a conversation is assigned to a new user.
Trigger
Instant
Try It
- Board
Trigger
Instant
Try It
New Social Conversion
Triggers when a social conversion is captured.
Trigger
Instant
Try It
Post Sent
Triggers when a post is sent to social media.
Trigger
Instant
Try It
- Resource URL
  Required
Action
Write
- Network
  Required
- Campaign
  Required
- Message
- Link Attachment URL
- Link Attachment Title
- Link Attachment Description
- Link Attachment Image URL
- Media
Action
Write
- Board
- Campaign
- Title
- Description
- Link
- Media Attachments
- Topics
- Featured
- Generate messages
- Workflow
Action
Write
- Email
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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

Connect Oktopost 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.

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.

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.

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.

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.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Oktopost to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Oktopost + Salesforce integrations

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

What is the first step to integrate Oktopost with Salesforce?

The first step in integrating Oktopost with Salesforce is to authenticate your accounts on both platforms. Ensure you have the API access enabled in Salesforce and permissions set on Oktopost for integration.

How can I create a trigger in Oktopost to push data into Salesforce?

To create a trigger in Oktopost that pushes data into Salesforce, navigate through our automation settings in Oktopost and configure an event-based trigger pointing to a specific action like uploading a lead or a contact into Salesforce.

Can data flow from Salesforce back into Oktopost after integration?

Yes, our integration supports bi-directional data flow; changes made in Salesforce can be set up as triggers to update corresponding records within your Oktopost account.

What types of actions can be triggered by Salesforce within Oktopost?

When integrating with Salesforce, actions such as updating lead scores, creating campaign activities, or changing CRM statuses can initiate updates and notifications back through our platform.

Are there pre-configured templates available for the integration process?

We offer pre-configured workflow templates designed specifically for common use cases between Oktopost and Salesforce. These templates simplify setting up initial connections and typical automations.

What should I do if I encounter issues during the setup process?

If any issues arise during setup, check our detailed documentation for troubleshooting tips. Our support team is available to assist with more persistent challenges you might face.

Is it possible to track social interactions directly within Salesforce via integration with Oktopost?

Yes, once integrated, you can track social media interactions generated through Oktopost directly within your Salesforce dashboards using customized reporting options we provide.

About Oktopost

Oktopost is a B2B social engagement suite that supports modern data-driven organizations.

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Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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