created by Sydney Levison
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 10 steps …
- 5 minutes to set up
- Get back 1.2 hrs /week
- 3 people use this zap
This Zap uses the following 7 apps
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.Looping by Zapier
Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.Digest by Zapier
Digest captures info from multiple events in your workflows and collects them in a single easily consumed summary that can be sent to any app.Filter 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.Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.