An automated workflow using ifttt
Connects Twitter + Salesforce
If you post to twitter duplicate and post to your Salesforce site
About this workflow template
This automation scenario allows you to connect Twitter and Salesforce
It can be build using Ifttt, a no-code workflow automation tool. Ifttt 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
Twitter and Salesforce can also be integrated using automation tools other than ifttt:
How it works?
When this trigger fires in Twitter
New tweet by you in Twitter
This Trigger fires every time you post a new tweet.
Then this action happens in Salesforce
Post Chatter link in Salesforce
This Action will post a link on Chatter.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to If you post to twitter duplicate and post to your Salesforce site.
Part I
Configure Applications
First, we need to connect Twitter and Salesforce to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Twitter to IFTTT.
Give IFTTT access to your Twitter account, using Twitter credentials.
Connect Salesforce to IFTTT.
Give IFTTT 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 IFTTT.
Set up a Trigger action for Twitter
Choose the following trigger: New tweet by you (This Trigger fires every time you post a new tweet.).
Then set up an Action for Salesforce
Choose this action: Post Chatter link (This Action will post a link on Chatter.).
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 Twitter 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 If you post to twitter duplicate and post to your Salesforce site!
Related Automation Templates
Supported triggers and actions
Search tweets
Triggers when there is a new tweet matching your search term
triggerbyautomateiopipedreamSearch mention
Triggers when any user creates a new Tweet that contains a specific search term (like a word, phrase, username or hashtag).
triggerbyzapierNew tweet by you
This Trigger fires every time you post a new tweet.
triggerbyiftttNew tweet by a specific user
This Trigger fires every time the Twitter user you specify tweets.
triggerbyiftttNew follower
Triggers when a user of your choosing gets a new follower.
triggerbyzapieriftttautomateiopabbly-connectUser tweet
Triggers when a specific user tweets.
triggerbyzapierpabbly-connect
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
A real-time social networking platform for connecting and engaging with people
Twitter, the real-time social network, lets you share ideas, follow trends, and join conversations worldwide. Stay connected with short messages called "tweets" and engage with a diverse community.
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
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
