Connect Salesforce and Microsoft Advertising to unlock the power of automation
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Set up your first integration
Quickly connect Salesforce to Microsoft Advertising with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Salesforce with Microsoft Advertising - 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 Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Contact to Customer List" in Microsoft Advertising.
You’re connected!
Zapier seamlessly connects Salesforce and Microsoft Advertising, 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 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
- 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 - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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Practical ways you can use Salesforce and Microsoft Advertising
Create customer lists for closed sales opportunities.
Keep your advertising efforts aligned with sales by automatically creating customer lists in Microsoft Advertising. With this Zapier workflow, whenever an opportunity is marked as closed in Salesforce, a corresponding customer list is created in Microsoft Advertising. This allows for precise retargeting or exclusive offers, saving time and improving ROI.
Business OwnerAdd Salesforce leads to Microsoft Advertising customer lists.
Ensure your advertising targets the right people by syncing Salesforce leads with Microsoft Advertising. When a new lead is created in Salesforce, Zapier adds them to a designated Microsoft Advertising customer list. This streamlines ad targeting and helps marketing teams optimize campaigns more efficiently.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Salesforce + Microsoft Advertising integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Microsoft Advertising
How do I trigger an action in Salesforce based on an event in Microsoft Advertising?
You can set up a trigger in our platform for specific events in Microsoft Advertising, such as when a new campaign is created or when a lead form is submitted. These triggers can then initiate actions like creating or updating records in Salesforce.
Can I update existing contacts in Salesforce with new information from Microsoft Advertising?
Yes, our integration allows you to update existing contacts in Salesforce when specific triggers occur in Microsoft Advertising, such as receiving a new lead. You can map fields from the advertising platform to ensure accurate updates.
Is it possible to automate the creation of tasks in Salesforce from activities recorded in Microsoft Advertising?
Indeed, you can create automation rules so that certain activities tracked in Microsoft Advertising, like budget thresholds being exceeded, automatically generate tasks in Salesforce for your sales or marketing team.
What happens if there's an error during data sync between the platforms?
If an error occurs during data synchronization between Microsoft Advertising and Salesforce, we have built-in error handling to notify you via alerts. You can review these alerts within our dashboard to take corrective actions.
How customizable are the triggers and actions for this integration?
Our integration platform offers highly customizable triggers and actions. You can define which events from Microsoft Advertising will prompt specific responses or updates within your Salesforce account, tailoring them to meet your business needs.
Do I need any coding skills to set up this integration between Salesforce and Microsoft Advertising?
No coding skills are required! Our platform provides a user-friendly interface with drag-and-drop functionality for setting up integrations so that anyone on your team can configure the necessary workflows without technical expertise.
Can I filter which data gets synced from Microsoft Advertising to Salesforce?
Yes, our platform allows you to apply filters on the data being transferred. You decide what types of information are synchronized based on criteria like campaign type, lead score thresholds, or other customized parameters you define.
