Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

Storage by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Bill Mountain

Anytime a new record is created in Salesforce, use storage for my data in Storage by Zapier, filter my data in Filter by Zapier, etc.

5. New Opportunity Product > Get line item values for opportunity ID > Continue if list found > Add new line item ID to list

“Anytime a new record is created in Salesforce, use storage for my data in Storage by Zapier, filter my data in Filter by Zapier, etc.”

Trusted at companies large and small

This Zap works in 5 steps …

Anytime a new record is created in Salesforce

Use storage for my data in Storage by Zapier

Filter my data in Filter by Zapier

Filter my data in Filter by Zapier

Use storage for my data in Storage by Zapier

This Zap uses the following 3 apps

Salesforce

Storage by Zapier

Filter by Zapier

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