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Wish Your Customers a Happy Birthday
Leverage marketing automation in Marketing Cloud with this Customer Birthday Journey. Celebrating birthdays is a great way to engage with [...]
Tags: Marketing Cloud
January 3, 2023
Welcome Your New Customers
No matter which way you say it, give your new customers a warm welcome by leveraging marketing automation in Marketing [...]
Tags: Marketing Cloud
Sync New Shopify Customers to Salesforce
It's time to save time by syncing your Shopify to Salesforce. Gone are the days when all of your customer [...]
Tags: Sales Cloud
January 7, 2023
Slack Notifications for Opportunities
Integrate Slack with Salesforce for automatic notifications whenever an opportunity is created. When a Salesforce opportunity is created, Zapier will tell [...]
Tags: Sales Cloud
December 29, 2022
Send Closed-Won Deals to QuickBooks
Record revenue and create clients automatically whenever your sales team closes a deal. Improve data integrity and reduce double entry [...]
Tags: Field Service, Revenue Cloud, Sales Cloud, Service Cloud
December 30, 2022
Reward Your Customers on their Anniversary Date
Leverage marketing automation in Marketing Cloud with this Customer Anniversary Journey. Show your long-term customers that you care by recognizing [...]
Tags: Marketing Cloud
January 3, 2023
Queue Leads by Territory
When new leads come into your Salesforce org, they'll be assigned to corresponding queues according to territory (zip code, state, [...]
Tags: Sales Cloud
December 29, 2022
Queue Leads by Company Size
When new leads come into your Salesforce org, they'll be assigned to corresponding queues according to company/employee size. You can [...]
Tags: Sales Cloud
Payment Prompt When Logging In
Seamlessly prompt your customers and partners for outstanding payments, updates to expired credit cards, and up-front payments.
Tags: Experience Cloud
January 2, 2023
Make Signing Simple with DocuSign for Salesforce
Your customers expect it to be easy to do business with you. Why not start off on the right foot [...]
Tags: Field Service, Revenue Cloud, Sales Cloud, Service Cloud
December 29, 2022
Make Customer Log In a Breeze with Social Sign-On
Allow your customers to log in to Salesforce with their social media credentials. Reduce friction by allowing them to sign-up [...]
Tags: Experience Cloud
Install Your Custom Font
Do you want your Experience Cloud Community to match your brand guidelines to a 'T'? Then, let's get started and [...]
Tags: Experience Cloud
January 2, 2023
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