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Set up your first integration
Quickly connect StreamYard to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate StreamYard 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 "New Registrant (All Webinars)" from StreamYard.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects StreamYard 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.
- New Registrant (All Webinars)
Triggers when someone registers to any of your webinars.
Try ItTriggerInstant - Update Registrant Status (All Webinars)
Triggers when registrant's status changes - attended live or on demand.
Try ItTriggerInstant - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- Upcoming WebinarRequired
Try ItTriggerInstant- Upcoming WebinarRequired
Try ItTriggerInstant- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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Practical ways you can use StreamYard and Salesforce
Sync StreamYard webinar registration data to Salesforce.
When a user registers for a webinar in StreamYard, Zapier can automatically create or update their contact information in Salesforce. This reduces manual data entry, ensures accurate records, and helps maintain up-to-date lead or customer lists in Salesforce without requiring IT intervention.
IT
Add StreamYard webinar registrants to Salesforce campaigns.
When a new participant registers for a webinar in StreamYard, Zapier can add them to a specific Salesforce campaign. This automation enables marketing teams to keep track of leads originating from webinars, get insights on attendee behavior, and streamline follow-ups without manual data handling.
Marketing & Marketing OpsLearn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about StreamYard + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with StreamYard and Salesforce
How do I set up an integration between StreamYard and Salesforce?
To set up the integration, you need to use a platform like Zapier to connect StreamYard with Salesforce. Start by logging into Zapier, choosing StreamYard as the trigger application, and selecting the trigger event such as 'New Broadcast'. Then, choose Salesforce as the action application and select an action like 'Create Record'. Once these steps are configured, test the integration to ensure it functions correctly.
What triggers are available for StreamYard when integrating with Salesforce?
Available triggers for StreamYard include 'New Broadcast', 'Broadcast Started', and 'Broadcast Ended'. These triggers can initiate workflows such as creating leads or updating contact information in Salesforce.
Can I update existing records in Salesforce through this integration?
Yes, you can update existing records in Salesforce. For actions within our integration setup, selecting 'Update Record' allows changes to be made based on the StreamYard broadcast events.
Is it possible to capture detailed analytics from StreamYard into Salesforce?
While basic data such as broadcast start and end times can be captured directly through standard triggers and actions, detailed analytics may require custom solutions or additional tools to fully capture insights from StreamYard into Salesforce.
Do I need any special permissions in Salesforce to enable this integration?
You'll need permissions that allow API access and the ability to create or update records within your specified objects. Check your user roles and permissions settings in Salesforce before setting up the integration.
Can I automate audience interaction tracking from StreamYard into Salesforce?
Audience interactions like comments can be tracked by setting up appropriate webhooks or using dedicated apps that listen for comments during broadcasts. This data can then be processed through our platform into actionable updates on contacts within Salesforce.
How do I troubleshoot connectivity issues between StreamYard and Salesforce?
Start by checking both platforms' status pages for any outages. Ensure your authentication details are correct in our platform settings. For persistent issues, reviewing error messages in your task history on Zapier may provide specific details about your connectivity problems.
