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This article explains how to integrate Cometly with Salesforce using Zapier. We'll guide you through setting up three essential Zaps:
Send Leads to Cometly: Automatically track new leads created in Salesforce.
Send Opportunities to Cometly: Record opportunities as events in Cometly for better tracking.
Send Closed Won Opportunities to Cometly: Report to Cometly when an opportunity is moved to "Closed Won" in Salesforce.
By following this guide, you'll ensure accurate tracking and reporting between Salesforce and Cometly.
Sending leads from Salesforce into Cometly
Setting up a Zap to ensure that any new leads that hit your Salesforce account get sent over to Cometly:
Sending new opportunities in Salesfroce into Cometly
Setting up a Zap to ensure that when a lead gets converted into an opportunity within Salesforce, that is tracked within Cometly.
Sending 'Closed Won' opportunities in Salesforce into Cometly
Setting up a Zap that sends a purchase event to Cometly when your Opportunities get moved into "Closed Won" status.