Salesforce
8x8
zapier

An automated workflow using zapier

Connects Salesforce + 8x8

Get 8x8 SMS messages with new Salesforce records

About this workflow template

This automation scenario allows you to connect Salesforce and 8x8

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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 8x8 can also be integrated using automation tools other than zapier:

Diagram

Get 8x8 SMS messages with new Salesforce records
Workflow diagram: Salesforce + 8x8 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 this action happens in 8x8

8x8

Send Single SMS in 8x8

Sends an SMS to a given phone number

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Get 8x8 SMS messages with new Salesforce records.

Part I

Configure Applications

First, we need to connect Salesforce and 8x8 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 8x8 to Zapier.

    Connect 8x8 to Zapier.

    Give Zapier access to your 8x8 account, using 8x8 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 8x8

    Then set up an Action for 8x8

    Choose this action: Send Single SMS (Sends an SMS to a given phone number).

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 8x8.

  • 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 Get 8x8 SMS messages with new Salesforce records!

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
  • 8x8

    Send single sms

    Sends an SMS to a given phone number

    zapier
    actionbyzapier
  • 8x8

    Send bulk sms

    Send bulk messages

    zapier
    actionbyzapier
  • 8x8

    Send single chat app message

    Sends a single chatapp message

    zapier
    actionbyzapier
  • 8x8

    Make an api call

    Performs an arbitrary authorized API call.

    integromat
    actionbyintegromat
  • 8x8

    Send a bulk sms

    Sends SMS by batches.

    integromat
    actionbyintegromat
  • 8x8

    Send a single chat app message

    Sends a ChatApps message.

    integromat
    actionbyintegromat

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.

8x8

8x8

Phone & SMS

A cloud-based voice, contact center, video, mobile and unified communications for businesses

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.