Swagup x Saleforce

 

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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: 

 

How to Get Started with Salesforce on Zapier

How to Get Started with SwagUp on Zapier

 

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"

Click on "Create Zap"

 

3. First we need to select the platform we need to action. Here, we'll click on Salesforce

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)

Next we need to set up the trigger event.

 

5. Click on "New Record"

Click on "New Record"

 

6. Click on "Continue"

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

You'll have to select your Salesforce account

 

8. Select your account and click on "Continue"

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.

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

Click on Continue

 

11. Click on "Test trigger"

Zapier wants to make sure that it is pulling the correct information from the correct account.

Click on Test trigger

 

12. If you see that the test is successful, you'll then click on "Continue"

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

You'll designate your "action" platform by clicking on SwagUp

 

15. Click on option

Click on option

 

16. Click on Continue

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

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

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

At this point, you'll be asked to match the designated fields so that the pack can be sent.

 

20. Once you've designated all of your fields, you'll click continue and the Zap will be created

Once you've designated all of your fields, you'll click continue and the Zap will be created

 

Have questions? Reach out to our Customer Care team here.

 

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