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Set up your first integration
Quickly connect Pinpoint to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pinpoint 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 "Application Stage Update" from Pinpoint.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Pinpoint 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.
- Application Stage Update
Triggers when a job application is moved from one stage to another.
Try ItTriggerPolling - New Job
Triggers when a new job is created in Pinpoint.
Try ItTriggerPolling - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- New Application
Triggers when a new job application is submitted in Pinpoint.
Try ItTriggerPolling - New Talent Pipeline Candidate
Triggers when a new candidate applies to, or is added to, the talent pipeline.
Try ItTriggerPolling - New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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Connect Pinpoint 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
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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 Pinpoint + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pinpoint and Salesforce
How do I integrate Pinpoint with Salesforce?
You can integrate Pinpoint with Salesforce by utilizing our platform to set up triggers and actions between the two apps. This typically involves configuring a trigger in one app which leads to an action in the other. For example, when a new lead is created in Salesforce, you can set a trigger to automatically create an event in Pinpoint.
What are some common use cases for integrating Pinpoint with Salesforce?
Common use cases include updating contact information from Salesforce into Pinpoint when changes are made, triggering communication campaigns in Pinpoint based on sales funnel progress, and generating alerts in Salesforce for engagement activities handled via Pinpoint.
Can I customize the data fields that sync between Pinpoint and Salesforce?
Yes, you can customize the data fields that sync between the two apps. During integration setup, you'll have options to map specific fields according to your business needs ensuring both platforms reflect accurate and relevant information.
Is it possible to automate marketing campaigns with this integration?
Absolutely, our platform allows you to automate marketing campaigns by creating workflows where actions in one app trigger events in another. For instance, when a lead reaches a certain stage in Salesforce, a campaign can be launched automatically through Pinpoint.
How do triggers work when setting up integration between these platforms?
Triggers are specific events set up within one of the applications that initiate workflow processes across platforms. When something happens within an app like creating or updating a record, our platform processes this trigger and causes an action like message sending or data updates.
Do I need any special technical skills to connect Pinpoint and Salesforce?
No special technical skills are required. Our user-friendly interface guides you through each step of the integration process by utilizing pre-built templates or creating custom triggers and actions without needing any coding expertise.
What happens if there is an error during data sync between Pinpoint and Salesforce?
If there's an error during data sync, our system provides detailed error messages that help diagnose issues quickly. You can also set up notifications within workflows so you're alerted immediately if something goes wrong ensuring minimal disruption.
