Zapier is an integration solution that lets business users create integrations from third-party applications to SalesforceIQ.
After you set up an integration through Zapier, you data can be integrated in three ways:
- Send data out of SalesforceIQ to other applications when new Relationships on Lists are created.
- Create or Update data in SalesforceIQ using data from other applications.
- Search SalesforceIQ for existing List, Contact, and Account data using data from other applications.
To date we have had great success integrating applications to create new leads, opportunities, and so on, as well as new events for existing ones. With Zapier, we have the ability to integrate over 300 applications to SalesforceIQ—and you can do it all with just a few clicks on a website!
To create a Zapier integration for any of the following applications, click the application name to see specific instructions:
- Business card reader
- Google Forms or Sheets
- Web form such as Wufoo
For other third-party applications, or for more general information, you can see the generic steps for setting up an integration in Zapier. To see if Zapier supports the third-party application that you would like to integrate with SalesforceIQ, visit their Zapbook site.
Note: If our Zapier functionality doesn't solve your business use case, you need to create a custom integration. See our API documentation for more information on custom integrations which would require the Business plan of SalesforceIQ.
Learn more about Zapier and other types of integrations by watching this live training.