Salesforce
Infobip
zapier

An automated workflow using zapier

Connects Salesforce + Infobip

Send Infobip SMS messages for new Salesforce opportunities

About this workflow template

This automation scenario allows you to connect Salesforce and Infobip

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.

Salesforce and Infobip can also be integrated using automation tools other than zapier:

Diagram

Send Infobip SMS messages for new Salesforce opportunities
Workflow diagram: Salesforce + Infobip integration

How it works?

When this trigger fires in Salesforce

Salesforce

New Record in Salesforce

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

Then these actions happen in Infobip

Infobip

Send SMS in Infobip

Send an SMS message to one or more destinations.

Infobip

Send SMS Message in Infobip

Send SMS message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Infobip SMS messages for new Salesforce opportunities.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

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

  • Connect Infobip to Zapier.

    Connect Infobip to Zapier.

    Give Zapier access to your Infobip account, using Infobip 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 Salesforce

    Set up a Trigger action for Salesforce

    Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.).

  • Then set up an Action for Infobip

    Then set up an Action for Infobip

    Choose this action: Send SMS (Send an SMS message to one or more destinations.).

  • Then set up another Action for Infobip

    Then set up another Action for Infobip

    Choose this action: Send SMS Message (Send SMS message.).

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 Salesforce and Infobip.

  • 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 Send Infobip SMS messages for new Salesforce opportunities!

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
  • Infobip

    Send sms

    Send an SMS message to one or more destinations.

    zapier
    actionbyzapier
  • Infobip

    Send sms message

    Send SMS message.

    zapier
    actionbyzapier
  • Infobip

    Send an sms

    Sends an SMS message.

    integromat
    actionbyintegromat
  • Infobip

    Send whatsapp message

    Send WhatsApp message.

    zapier
    actionbyzapier
  • Infobip

    Call phone

    Call a number and read a message.

    zapier
    actionbyzapier
  • Infobip

    Send viber message

    Send Viber message.

    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.