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.
Categories
When this trigger fires 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
Finds a record of a specified Salesforce object by up to two fields and values you choose.
Creates a new attachment (max 25MB).
Downloads the measurement file output for a job within HOVER.
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
First, we need to connect HOVER and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HOVER to Zapier.
Give Zapier access to your HOVER account, using HOVER credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Find Record (Finds a record of a specified Salesforce object by up to two fields and values you choose.).
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
Choose this action: Download Job Measurements as a File (Downloads the measurement file output for a job within HOVER.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HOVER and Salesforce.
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!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
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
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.
Downloads the measurement file output for a job within HOVER.
Creates a Job within HOVER. The mobile application can then be used to add images of the property to initiate the 3D modeling process.
Upgrades a job within HOVER.
Approves a job within HOVER that is set to require approval.
Creates a shareable link to the HOVER 3D model.
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.
Salesforce alternatives
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