HOVER
Salesforce
zapier

An automated workflow using zapier

Connects HOVER + Salesforce

Upload HOVER measurements into Salesforce for newly-completed HOVER jobs

About this workflow template

This automation scenario allows you to connect HOVER and Salesforce

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Upload HOVER measurements into Salesforce for newly-completed HOVER jobs
Workflow diagram: HOVER + Salesforce integration

How it works?

When this trigger fires in HOVER

HOVER

Job Updated in HOVER

Triggers when a job in HOVER is completed, processing or awaiting approval depending on selected state.

Then these actions happen in HOVER and HOVER

Salesforce

Find Record in Salesforce

Finds a record of a specified Salesforce object by a field and value you choose.

Salesforce

Create Attachment in Salesforce

Creates a new attachment (max 25MB).

HOVER

Download Job Measurements as a File in HOVER

Downloads the measurement file output for a job within HOVER.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Upload HOVER measurements into Salesforce for newly-completed HOVER jobs.

Part I

Configure Applications

First, we need to connect HOVER and Salesforce to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HOVER to Zapier.

    Connect HOVER to Zapier.

    Give Zapier access to your HOVER account, using HOVER credentials.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier access to your Salesforce account, using Salesforce credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HOVER

    Set up a Trigger action for HOVER

    Choose the following trigger: Job Updated (Triggers when a job in HOVER is completed, processing or awaiting approval depending on selected state.).

  • Then set up an Action for Salesforce

    Then set up an Action for Salesforce

    Choose this action: Find Record (Finds a record of a specified Salesforce object by a field and value you choose.).

  • Then set up another Action for Salesforce

    Then set up another Action for Salesforce

    Choose this action: Create Attachment (Creates a new attachment (max 25MB).).

  • Then set up another Action for HOVER

    Then set up another Action for HOVER

    Choose this action: Download Job Measurements as a File (Downloads the measurement file output for a job within HOVER.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HOVER and Salesforce.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Upload HOVER measurements into Salesforce for newly-completed HOVER jobs!

Supported triggers and actions

  • Salesforce

    New record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    zapier
    triggerbyzapier
  • Salesforce

    Updated field on record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Salesforce

    Updated record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    zapier
    triggerbyzapier
  • Salesforce

    Watch records in an object

    Triggers when a record in an object is created or updated.

    integromat
    triggerbyintegromat
  • Salesforce

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce

    Opportunity was won

    This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce

    ifttt
    triggerbyifttt
  • HOVER

    Create a capture request

    Creates a Capture Request within HOVER. Capture requests are used to invite a homeowner or user outside of your HOVER organization to take the photos for you.

    zapier
    actionbyzapier
  • HOVER

    Download job measurements as a file

    Downloads the measurement file output for a job within HOVER.

    zapier
    actionbyzapier
  • HOVER

    Create a job

    Creates a Job within HOVER. The mobile application can then be used to add images of the property to initiate the 3D modeling process.

    zapier
    actionbyzapier
  • HOVER

    Upgrade a job

    Upgrades a job within HOVER.

    zapier
    actionbyzapier
  • HOVER

    Approve a job

    Approves a job within HOVER that is set to require approval.

    zapier
    actionbyzapier
  • HOVER

    Create a 3d model link

    Creates a shareable link to the HOVER 3D model.

    zapier
    actionbyzapier

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.