Salesforce is the world’s leading enterprise CRM application. Zapier gives people internet superpowers by allowing them to connect and automate the apps they use. Using Zapier to connect your Cosmic-powered content with Salesforce is easy and requires zero coding. In this article I’m going demonstrate how to add new leads to Salesforce when you add Objects in your Cosmic Bucket.
Click here to connect Cosmic to Salesforce using Zapier »
Choose a Trigger App: Cosmic
Select Your Trigger Account
Select Your Trigger
Choose an Action App: Salesforce
Choose Salesforce Action
Connect Your Salesforce Account
Login to Salesforce
Select Your Salesforce Account
Testing
I set up a test to pull through New Published Objects in Cosmic to add a Lead (by Last Name) in Salesforce: for this example the Last Name is "Google Analytics View ID" to test the zap.
Zapier Test
Salesforce Test
Your zap is now ready to be turned on and enjoyed! Now every time I publish a new lead in the system, a new Lead will be created in Salesforce, ready for my team to devour.
Conclusion
It's easy to automate workflows with your favorite apps using the Cosmic Zapier Integration. By starting your content in an API, you're ensuring ultimate portability and scalability of your content, workflows and processes.
If you have any comments or questions about integrating your Cosmic Objects into workflows with other apps using Zapier, reach out to us on Twitter and join the conversation on Slack.