Salesforce is a leading enterprise customer relationship manager (CRM) application. By integrating Salesforce with SwagUp via Zapier, you can also set up a Zapier so that a delivered swag shipment triggers a marketing campaign (or vice versa). You can also automate your shipments every time you onboard a new client.
Zapier Resources:
Awesome, now you are able to get set up…but how does it work exactly?
In this scenario, you want to send an insert card to every new contact added to your Salesforce account.
1. Start in your Zapier "My Zaps" folder
You'll need a Zapier account before you can begin setting this Zap up
2. Click on "Create Zap"
3. First we need to select the platform we need to action. Here, we'll click on Salesforce
4. Next we need to set up the trigger event.
Remember, the trigger will lead to the action (sending swag)
5. Click on "New Record"
6. Click on "Continue"
7. You'll have to select your Salesforce account
Zapier will prompt you to log in and connect Salesforce to Zapier if you haven't done this before
8. Select your account and click on "Continue"
9. I want to send a pack every time I add a new contact to my book of Sales in Salesforce. I'll choose contact as my object on this step.
10. Click on Continue
11. Click on "Test trigger"
Zapier wants to make sure that it is pulling the correct information from the correct account.
12. If you see that the test is successful, you'll then click on "Continue"
13. Next, Zapier will prompt you to create the action portion of your Zap.
14. You'll designate your "action" platform by clicking on SwagUp
15. Click on option
16. Click on Continue
17. Zapier needs to connect to your SwagUp account to be able to pull your inventory options. Click on "choose an account" to designate your SwagUp account
18. Click on Continue
19. At this point, you'll be asked to match the designated fields so that the pack can be sent.
These fields are pulled from Salesforce and then matched to SwagUp's contact fields
20. Once you've designated all of your fields, you'll click continue and the Zap will be created
