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Integration to SalesForce


All integration to 3rd party applications use the Zapier Integration platform.  This offers a safe and stable platform to transport data between applications.  The instructions below provide an introduction to using the Zapier Integration provided for QuoteCloud. 

If you require assistance activating this intregation suite, please email the QuoteCloud Help Centre at support@quotecloud.net

~ Ways to integrate QuoteCloud with Salesforce

Create new Sales Leads as

Customers in QuoteCloud to

sync your CRM contacts

Add new Products to the

QuoteCloud Product library to

use in all your Quotes / Proposals

Let Salesforce know when

a proposal is Accepted

Create new Prospects

as Customers in QuoteCloud to

sync your CRM contacts

Make your own zaps

Actions

Triggers

Searches

Crate New Contact

Create a new contact in QuoteCloud which can be used dynamically from the create proposal wizard

Proposal Approved

Triggers when a proposal is approved by your end customer

Coming Soon

We don't have any searches just yet but check back soon as we have some in the pipeline !

Add Product

Add a product to your product library

Proposal Created

Triggers when a proposal is created in QuoteCloud

 
 

Proposal Lost

Triggers when a proposal changes to a Lost status

 
 

Proposal Read

Triggers when a proposal is read by your end customer

 
 

Proposal Sent

Triggers when a proposal is sent by your sales team

 
 

Proposal Closed

Triggers when a proposal changes to a Closed status

 

1. Choose Salesforce as the trigger system for you ZAP. In the next step you will have to choose the type of trigger you want to setup. Here we've selected "New Contact"

 

2. Linking accounts is super simple but important ! You need to ensure we're connecting to the right account by supplying the appropriate credentials for your source system. When you connect accounts the pop-up will show you clearly what details are required, it's usually your login credentials or an API ID / Key.

 

3. Testing this step will ensure your connection to Salesforce and your account is all good. It will also perform a test run of retreiving a data object of the type required, a new contact in this case. This will ensure before progressing, everything checks out.

 

4. Next chosse the destination system where the action is going to be executed, using the incoming data from your trigger. Of course choose QuoteCloud here!

Next you can choose the type of action you want to perform and connect up your QuoteCloud account as we did previously for Salesforce.

 

5. The "Edit Template" step is the all important mapping of fields exercise. Here you can map the source field to the destination field. It's really quite simple but you can get tricky using some of the more advanced logic Zapier offers. You can also perform multi-step ZAPs allowing you to transform the data along the way or some other funky requirement.

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