The new Cosmic dashboard is here!
Test drive it now →

Integrating Cosmic-powered Content with Salesforce

Community Articles
Community Articles Integrating Cosmic-powered Content with Salesforce

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.

You may also like


Filtering data is one of the most common feature of any data facing application, wheather it's a fron-end app or a back-end application. The Filter function is used to find records in a table or a dataset that meets certain criteria.
In this tutorial, I’m going to give you an overview of Mux Extension, talk about the benefits of adding Mux to your Cosmic Bucket and show you how to install it to your Bucket in a few clicks.
In this short walk-through, I show you how to add localization to your Cosmic Object Types.
This article will point out some of the advantages that a headless CMS offers. Hopefully, your pain point is covered in here or it sparks an idea for a new way of thinking about what you can do with a CMS.
Here I am going to explain the complete process to implement an Angular 6 blog, which uses Cosmic as back-end.

Get Started with Cosmic

Build personal projects for free. Add your team at unbeatable prices.
Start Building Talk to Sales