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Quickly connect Mobilize to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Mobilize 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 "Group Member Added" from Mobilize.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Mobilize 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.
- Group Member Added
Triggers when a new member is added to a group or after getting approved to the group.
Try ItTriggerInstant - Member Updated
Triggers when a member is updated.
Try ItTriggerInstant - GroupRequired
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
- Member Created
Triggers when a new member is added to a group.
Try ItTriggerInstant - GroupRequired
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
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