Salesforce Integration through Zapier
Events in Salesforce can now trigger actions in IgnitePost
Zapier combines Triggers (like "New Event") and Actions (like "Create Event") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
Salesforce trigger events can trigger on a new event for any metric:
New Lead – triggers when a new lead is created
New Custom Object – triggers when a new custom object is created
New Contact – triggers when a new contact is created
New Opportunity – triggers when a new opportunity is created
New Case – triggers when a new case is created
New Account – triggers when a new account is created
New Task – triggers when a new task is created
New Campaign – triggers when a new campaign is created
New Custom Object Type – triggers when you add a new type of custom object to Salesforce. Typically you want to use the “New Custom Object” trigger not this
New Note – triggers when a new note is created
Updated Opportunity – triggers when an opportunity is updated
New Outbound Message – triggered when a new Outbound Message is received
Closed Opportunity – Triggers when an opportunity is closed
New Folder – triggers when a new folder is created
New Event – triggers when a new event is created
How could this help with IgnitePost?
As an example, anytime a new contact is created, you can send that contact a handwritten card welcoming them. As another example, anytime a new campaign is created, you can send out a card detailing what that campaign might be. There are plenty of possibilities for how IgnitePost can be used with Salesforce.
integrate with salesforce through zapier
Step 1: To integrate IgnitePost with your Salesforce account, simply use Zapier. Create a new “Zap”, with Salesforce as the app. For this example we are going to choose the “Trigger Event” to be when a New Contact is created.
Link your IgnitePost Account and Edit Your message
Step 2: Link your IgnitePost account and edit the message you want to send. From here, you can choose to completely customize this card by linking information to the message, or you can pull in an existing letter template you have already made on our site.
If you are having trouble linking your IgnitePost account and need more detailed instruction, visit the Zapier Integration page here.
IgnitePost is a handwritten mail & analytics service. It is the easiest, most convenient, and most effective way to send personalized handwritten cards to any client, customer, or prospect. Relationships are critical to sales. We create the meaningful connections that enable more sales. We do this by providing the best, highly personalized mail outreach service available in a turnkey manner!
Interested in learning more or seeing how we can help you hit your goals? Contact us today: firstname.lastname@example.org.