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SalesOptima Core logo

SalesOptima Core Integrations

Sales & CRM
Sales & CRM

Put SalesOptima Core to work with AI and enterprise-grade automation

Automate smarter with SalesOptima Core and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • No-code AI automation
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  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Integrate Jotform Enterprise with SalesOptima CoreIntegrate Jotform Enterprise with SalesOptima Core
Jotform Enterprise
Forms & Surveys
Integrate Calendly with SalesOptima CoreIntegrate Calendly with SalesOptima Core
Calendly
Scheduling & Booking
Integrate Instapage with SalesOptima CoreIntegrate Instapage with SalesOptima Core
Instapage
Forms & Surveys
Integrate TalentLMS with SalesOptima CoreIntegrate TalentLMS with SalesOptima Core
TalentLMS
Online Courses
Integrate Jotform with SalesOptima CoreIntegrate Jotform with SalesOptima Core
Jotform
Forms & Surveys
Integrate Squarespace Forms with SalesOptima CoreIntegrate Squarespace Forms with SalesOptima Core
Squarespace Forms
Forms & Surveys
Integrate Gravity Forms with SalesOptima CoreIntegrate Gravity Forms with SalesOptima Core
Gravity Forms
Forms & Surveys, WordPress
Integrate Slidecast with SalesOptima CoreIntegrate Slidecast with SalesOptima Core
Slidecast
Sales & CRM
Integrate Cometly with SalesOptima CoreIntegrate Cometly with SalesOptima Core
Cometly
Ads & Conversion
Integrate Jotform Enterprise with SalesOptima CoreIntegrate Jotform Enterprise with SalesOptima Core
Jotform Enterprise
Forms & Surveys
Integrate Calendly with SalesOptima CoreIntegrate Calendly with SalesOptima Core
Calendly
Scheduling & Booking
Integrate Instapage with SalesOptima CoreIntegrate Instapage with SalesOptima Core
Instapage
Forms & Surveys
Integrate TalentLMS with SalesOptima CoreIntegrate TalentLMS with SalesOptima Core
TalentLMS
Online Courses
Integrate Jotform with SalesOptima CoreIntegrate Jotform with SalesOptima Core
Jotform
Forms & Surveys
Integrate Squarespace Forms with SalesOptima CoreIntegrate Squarespace Forms with SalesOptima Core
Squarespace Forms
Forms & Surveys
Integrate Jotform Enterprise with SalesOptima CoreIntegrate Jotform Enterprise with SalesOptima Core
Jotform Enterprise
Forms & Surveys
Integrate Calendly with SalesOptima CoreIntegrate Calendly with SalesOptima Core
Calendly
Scheduling & Booking
Integrate Instapage with SalesOptima CoreIntegrate Instapage with SalesOptima Core
Instapage
Forms & Surveys
Integrate TalentLMS with SalesOptima CoreIntegrate TalentLMS with SalesOptima Core
TalentLMS
Online Courses
Integrate Jotform with SalesOptima CoreIntegrate Jotform with SalesOptima Core
Jotform
Forms & Surveys
Integrate Squarespace Forms with SalesOptima CoreIntegrate Squarespace Forms with SalesOptima Core
Squarespace Forms
Forms & Surveys
Integrate Gravity Forms with SalesOptima CoreIntegrate Gravity Forms with SalesOptima Core
Gravity Forms
Forms & Surveys, WordPress
Integrate Slidecast with SalesOptima CoreIntegrate Slidecast with SalesOptima Core
Slidecast
Sales & CRM
Integrate Cometly with SalesOptima CoreIntegrate Cometly with SalesOptima Core
Cometly
Ads & Conversion

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  • Add or edit contacts in SalesOptima when new leads are captured in Facebook Lead Ads

    Premium
    Details
    Try it
    • Facebook Lead Ads logo
    • SalesOptima Core logo
    Facebook Lead Ads + SalesOptima Core

  • Add SalesOptima contacts from new Google Sheets rows

    Details
    Try it
    • Google Sheets logo
    • SalesOptima Core logo
    Google Sheets + SalesOptima Core

  • Send Slidecast presentations to new SalesOptima contacts

    Details
    Try it
    • SalesOptima Core logo
    • Slidecast logo
    SalesOptima Core + Slidecast

  • Send emails via Gmail when contacts are modified in SalesOptima

    Details
    Try it
    • SalesOptima Core logo
    • Gmail logo
    SalesOptima Core + Gmail

  • Create Google Sheets rows for new SalesOptima contact events

    Details
    Try it
    • SalesOptima Core logo
    • Google Sheets logo
    SalesOptima Core + Google Sheets

  • Add or edit SalesOptima contacts following new form submissions in Instapage

    Details
    Try it
    • Instapage logo
    • SalesOptima Core logo
    Instapage + SalesOptima Core

  • Add or edit contacts in SalesOptima when new leads are captured in Facebook Lead Ads

    Premium
    Details
    Try it
    • Facebook Lead Ads logo
    • SalesOptima Core logo
    Facebook Lead Ads + SalesOptima Core

  • Add SalesOptima contacts from new Google Sheets rows

    Details
    Try it
    • Google Sheets logo
    • SalesOptima Core logo
    Google Sheets + SalesOptima Core

  • Send Slidecast presentations to new SalesOptima contacts

    Details
    Try it
    • SalesOptima Core logo
    • Slidecast logo
    SalesOptima Core + Slidecast

  • Send emails via Gmail when contacts are modified in SalesOptima

    Details
    Try it
    • SalesOptima Core logo
    • Gmail logo
    SalesOptima Core + Gmail

  • Create Google Sheets rows for new SalesOptima contact events

    Details
    Try it
    • SalesOptima Core logo
    • Google Sheets logo
    SalesOptima Core + Google Sheets

  • Add or edit SalesOptima contacts following new form submissions in Instapage

    Details
    Try it
    • Instapage logo
    • SalesOptima Core logo
    Instapage + SalesOptima Core

  • Update Zoho CRM entries when contacts are modified in SalesOptima

    Premium
    Details
    Try it
    • SalesOptima Core logo
    • Zoho CRM logo
    SalesOptima Core + Zoho CRM

  • Update and add SalesOptima contacts from new or updated rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • SalesOptima Core logo
    Google Sheets + SalesOptima Core

  • Create or update SalesOptima contacts from new Facebook Lead Ads leads

    Premium
    Details
    Try it
    • Facebook Lead Ads logo
    • SalesOptima Core logo
    Facebook Lead Ads + SalesOptima Core

    • Update Zoho CRM entries when contacts are modified in SalesOptima

      Premium
      Details
      Try it
      • SalesOptima Core logo
      • Zoho CRM logo
      SalesOptima Core + Zoho CRM

    • Update and add SalesOptima contacts from new or updated rows in Google Sheets

      Details
      Try it
      • Google Sheets logo
      • SalesOptima Core logo
      Google Sheets + SalesOptima Core

    • Create or update SalesOptima contacts from new Facebook Lead Ads leads

      Premium
      Details
      Try it
      • Facebook Lead Ads logo
      • SalesOptima Core logo
      Facebook Lead Ads + SalesOptima Core

    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.

      • Contact Properties
        Required
      Trigger
      Instant
      Try It
      • LinkCode
        Required
      • Contact Settings
        Required
      • Contact Overwrite
        Required
      • ContactId
      • First Name
      • Last Name
      • Salutation
      • Title
      • Company Name
      • Address 1
      • Address 2
      • Address 3
      • City
      • State
      • Zip
      • Country
      • Phone
      • Home Phone
      • Check Duplicates by Phone
      • Mobile
      • Check Duplicates by Mobile
      • Other Phone
      • Fax
      • Other Fax
      • Email
      • Email 2
      • Email 3
      • Website
      • Comments Title
      • Comments
      • Custom 1
      • Custom 2
      • Custom 3
      • Custom 4
      • Custom 5
      • Custom 6
      • Custom 7
      • Custom 8
      • Custom 9
      • Custom 10
      • Custom 11
      • Custom 12
      • Custom 13
      • Custom 14
      • Custom 15
      • Custom 16
      • Custom 17
      • Custom 18
      • Custom 19
      • Custom 20
      • Check 1
      • Check 2
      • Check 3
      • Check 4
      • Check 5
      • Check 6
      • Class 1
      • Class 2
      • Class 3
      • Class 4
      • Class 5
      • Class 6
      • Class 7
      • Class 8
      • Custom Date 1 Title
      • Custom Date 1
      • Custom Date 2 Title
      • Custom Date 2
      • Custom Date 3 Title
      • Custom Date 3
      • Custom Text 1
      • Custom Text 2
      • Custom Text 3
      • Add Tag
      • Force Owner
      • Referral URL
      • Text Message Opt In
      • Email Info Compliance Text
      • Email Info Subscribe
      • Email Promo Subscribe
      • Email Promo Compliance Text
      • Metric Title 1
      • Metric Value 1
      • Metric Title 2
      • Metric Value 2
      • Metric Title 3
      • Metric Value 3
      • Metric Title 4
      • Metric Value 4
      • Metric Title 5
      • Metric Value 5
      • Metric Title 6
      • Metric Value 6
      • Metric Title 7
      • Metric Value 7
      • Metric Title 8
      • Metric Value 8
      • Metric Title 9
      • Metric Value 9
      • Metric Title 10
      • Metric Value 10
      • Note Type Code
      • Note 1 Title
      • Note 1
      • Note 2 Title
      • Note 2
      • Note 3 Title
      • Note 3
      • Note 4 Title
      • Note 4
      • Note 5 Title
      • Note 5
      • Note 6 Title
      • Note 6
      • Note 7 Title
      • Note 7
      • Note 8 Title
      • Note 8
      • Note 9 Title
      • Note 9
      • Note 10 Title
      • Note 10
      • Multi Comments 1 Title
      • Multi Comments 1
      • Multi Comments 2 Title
      • Multi Comments 2
      • Multi Comments 3 Title
      • Multi Comments 3
      • Multi Comments 4 Title
      • Multi Comments 4
      • Multi Comments 5 Title
      • Multi Comments 5
      • Multi Comments 6 Title
      • Multi Comments 6
      • Multi Comments 7 Title
      • Multi Comments 7
      • Multi Comments 8 Title
      • Multi Comments 8
      • Multi Comments 9 Title
      • Multi Comments 9
      • Multi Comments 10 Title
      • Multi Comments 10
      Action
      Write

    SalesOptima Core Help & Support

    Common questions

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    Manage Your App Connections

    Use the Power of AI to Generate Zaps (Beta)

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    About SalesOptima Core
    SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
    HelpHelp
    Related categories
    Sales & CRM

    Popular SalesOptima Core Integrations

    • Jotform Enterprise
    • Calendly
    • Instapage
    • Paths by Zapier
    • TalentLMS

    Popular SalesOptima Core Integrations

     

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