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Salesforce - Collect Data from Salesforce for another App

  • 7 August 2020
  • 1 reply
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Userlevel 1

Hi guys,

 

Currently I am looking for a way to get Data out of Salesforce in another App (JobRouter - digitazation platform).

For example: I need the Account information (street, city, etc.) from BMW when I am creating a new contract in JobRouter. How can I collect the Data out of Salesforce? I only can choose trigger events..

 

Can anyone give me a hint? Is this possible in Zapier?

 

Thanks in advance!

Stephan

 

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Best answer by steph.n 21 August 2020, 21:35

Hi @StephanMeier - Thank you for the question! Yes, here’s a link to what our Salesforce integration can do for you: https://zapier.com/apps/salesforce/integrations#triggers-and-actions

I think you’re looking for the Search actions (Find Record) that we have that will let you look up information like the account information such as address. Hope this helps!

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Hi @StephanMeier - Thank you for the question! Yes, here’s a link to what our Salesforce integration can do for you: https://zapier.com/apps/salesforce/integrations#triggers-and-actions

I think you’re looking for the Search actions (Find Record) that we have that will let you look up information like the account information such as address. Hope this helps!