Here's how to set up the integration using Zapier
Step 1: Sign up for Zapier and Salesforce
If you don't already have an account with Zapier, you'll need to sign up for one. You can do this by visiting zapier.com and clicking the "Sign Up" button. Next, you'll need to sign up for Salesforce if you don't already have an account. You can do this by visiting salesforce.com and clicking on the "Sign Up" button.
Step 2: Connect Your Salesforce and PortalCX Accounts
Once you've signed up for both Zapier and Salesforce, you'll need to connect your accounts. To do this, go to your Zapier dashboard and click on the "Add a new account" button. Next, search for "Salesforce" in the search bar and select it from the list of options. Follow the prompts to connect your Salesforce account to Zapier.
Next, repeat this process to connect your PortalCX account to Zapier.
Step 3: Set up the integration
Now that your accounts are connected, it's time to set up the integration. To do this, click on the "Make a Zap" button in your Zapier dashboard. On the next screen, you'll need to choose a trigger for your Zap. This is the action that will initiate the integration. For example, you might choose "New contact created in Salesforce" as the trigger. Next, you'll need to choose an action for your Zap. This is the task that will be performed when the trigger occurs. For example, you might choose "Create a new customer in PortalCX" as the action. Finally, you'll need to test your Zap to ensure it's working properly. If everything is set up correctly, you should see a success message.
Step 4: Customize the integration
Once you've set up the basic integration, you can customize it to suit your needs. For example, you might want to set up additional triggers and actions, or filter the data that's transferred between Salesforce and PortalCX. To customize the integration, click on the "Edit" button next to your Zap in your Zapier dashboard. From there, you can make changes to the trigger, action, and any other settings.
By integrating Salesforce with PortalCX using Zapier, you can provide your customers with a seamless experience and access to the information they need. Whether you're a small business owner or a large enterprise, this integration can help you better serve your customers and grow your business.