Connect Metadata and Salesforce to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Metadata with Salesforce - 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 Lead" from Metadata.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Metadata 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.
- Enriched leads
Try ItTriggerPolling- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
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Connect Metadata 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Metadata + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Metadata and Salesforce
How do I connect my Metadata account to Salesforce?
To connect your Metadata account with Salesforce, navigate to the integrations tab in your Metadata dashboard. You will need your Salesforce login credentials. Once you authenticate, you'll be able to select specific triggers and actions that suit your workflow needs.
Can I set up triggers based on new leads in Salesforce with Metadata integration?
Yes, once integrated, you can establish triggers that activate whenever a new lead is added in Salesforce. Our platform enables seamless automation by pushing these leads through predefined workflows in Metadata.
Are there any pre-built actions available for the Metadata and Salesforce integration?
We offer several pre-built actions such as creating or updating records in Salesforce, sending notifications for lead activities, and managing contact lists from within Metadata after specific events like marketing campaign success.
What happens if a trigger or action fails during integration between Metadata and Salesforce?
If a trigger or action fails, our system logs the error and notifies the user immediately. We recommend checking your connection status and reviewing any error messages for troubleshooting. You may also reach out to our support team for assistance.
Do I need technical skills to set up integrations between Metadata and Salesforce?
No advanced technical skills are required. Our user-friendly interface guides you step-by-step through setting up triggers and actions without needing to write code.
Can custom fields be mapped during the integration setup between Metadata and Salesforce?
Yes, during setup you can easily map custom fields from Salesforce within our platform's interface. This ensures that all critical data is synchronized correctly according to your business requirements.
Is it possible to automate tasks based on changes in existing records in Salesforce using Metadata?
Absolutely! You can create automation that responds to changes in existing records by defining specific triggers. These can initiate actions such as updating related data or sending alerts via our systems whenever changes are detected.
