Inventory System and Asset Tracking – SalesForce

Learn how to effortlessly connect our Inventory system or Asset Tracking solution with Salesforce CRM using Zapier. With just a few clicks, automate the creation of customer files whenever a new contact is added to Salesforce. No hassle, just seamless integration to supercharge your workflow. Watch now and streamline your processes in minutes!

  • 00:24 Preparations and Account Setup for Salesforce Integration
  • 00:37 Creating a New Zap
  • 01:52 Customizing Data Mapping and Filters
  • 02:52 Testing and Troubleshooting the Zap
  • 03:05 Finalizing and Activating the Integration

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