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.
Categories
Salesforce and Infobip can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in 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
Send SMS in Infobip
Send an SMS message to one or more destinations.
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 if you don't have one.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
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
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
Choose this action: Send SMS (Send an SMS message to one or more destinations.).
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
Configure the data that is exchanged between Salesforce and Infobip.
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!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated 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.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity 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
triggerbyifttt
Send sms
Send an SMS message to one or more destinations.
actionbyzapierpipedreamSend sms message
Send SMS message.
actionbyzapierSend an sms
Sends an SMS message.
actionbyintegromatSend whatsapp message
Send WhatsApp message.
actionbyzapierCall phone
Call a number and read a message.
actionbyzapierSend viber message
Send Viber message.
actionbyzapier
Apps you need
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
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.
