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Set up your first integration
Quickly connect Copilot to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot 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 "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Copilot 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 App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Connect Copilot 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 Copilot + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Salesforce
How do I set up triggers in Copilot when integrating with Salesforce?
To set up triggers in Copilot when integrating with Salesforce, you need to first connect your Salesforce account to Copilot. Once connected, go to the 'Triggers' section in Copilot, and you can select from various trigger events available such as 'New Lead', 'Updated Account', or 'Deleted Contact'. Configure the trigger by choosing specific conditions that match your requirements.
Can I use actions in Copilot to update records in Salesforce?
Yes, our integration allows you to perform actions such as updating existing records in Salesforce. You can choose the 'Update Record' action and specify criteria like the record type and fields that need updates. This automation helps ensure your Salesforce data is always current.
What kind of data can be passed from Salesforce to Copilot?
You can pass a variety of data from Salesforce into Copilot through triggers and actions. This includes standard objects like Leads and Contacts, as well as custom objects specific to your organization. The integration supports passing field data such as names, emails, custom fields, and more.
Is it possible to create a new opportunity in Salesforce using Copilot?
Yes, by setting up a 'Create Opportunity' action within Copilot, you can automate the creation of opportunities directly into Salesforce. Configure this by selecting necessary fields like Opportunity Name, Close Date, and Stage during the setup process.
How do I handle authentication between Copilot and Salesforce?
Authentication between Copilot and Salesforce is handled through OAuth2 protocols. Once you begin configuring the integration in our platform, you'll be prompted to log into your Salesforce account securely and authorize access. This setup ensures secure data transfer between both platforms.
Are there limitations on the types of triggers or actions I can use?
While most standard object triggers are supported like new leads or updated accounts, some custom object triggers might require additional configuration. Similarly for actions; most common operations are available but might require API-level access for specific custom tasks within your org's setup.
How do we ensure data consistency between Copilot and Salesforce during integration?
We implement real-time sync features so any updates happening via triggers (like a new contact added) or any actionable work done (such as change status on an opportunity) integrates seamlessly without lagging issues ensuring consistent datasets across platforms at all times.
