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Start with a template that brings DiscoverData and Salesforce Essentials together. Build enterprise-grade automation in minutes.
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How Zapier works
Zapier makes it easy to integrate DiscoverData with Salesforce Essentials - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New B2C Lead" from DiscoverData.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce Essentials.
You’re connected!
Zapier seamlessly connects DiscoverData and Salesforce Essentials, 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.
- New B2C Lead
Triggers when a new B2C lead is created.
Try ItTriggerPolling - New Firmographic Lead
Triggers when a new Firmographic lead is created.
Try ItTriggerPolling - Salesforce ObjectRequired
Try ItTriggerPolling- Salesforce ObjectRequired
Try ItTriggerPolling
- New B2B Lead
Triggers when a new B2B lead is created.
Try ItTriggerPolling - New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Salesforce ObjectRequired
Try ItTriggerPolling- CampaignRequired
- ContactRequired
ActionWrite
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