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Integration Salesforce via Zapier

Salesforce, IPN

Updated this week

Salesforce is a customer relationship management (CRM) platform that helps businesses manage their sales and customer service processes. It offers features such as lead management, contact management, sales automation, and customer service tools.

The following link will explain you all the features of the Salesforce interface.

To create the connection to Zapier for now, follow this link.

  1. Log in to your Zapier account and select your already created “Webhook” Zap.

  2. Select “Salesforce Premium” and then select your matching event. You may need to log in to your Salesforce account first if you have not used Salesforce with Zapier before (Zapier will redirect you to the login page).

  3. At “Action” item, you can add a contact and start a test run.

4. Your connection to Salesforce has been successfully created.

For further questions, please contact our support team.

Best regards

Your CopeCart Team

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