How-to Video: Salesforce CRM and BarCloud Integration
Watch this step-by-step video on how to integrate your inventory management or asset tracking system with Salesforce to automate workflow tasks in a just a few minutes.
“In this video, I am going to show you how to set up a Zap, or data connection, in the Zapier automation platform to configure integration points between BarCloud and a CRM platform, specifically Salesforce. Keep in mind: the process only needs to be done once, and if you need any assistance along the way, feel free to visit us at www.barcloud.net.
To get started, you’ll need three things: A BarCloud account, a Salesforce account, and a paid Zapier account.
After you login to your Zapier account, click on “Make a Zap!” in the main menu.
The first thing you want to do is find Salesforce under the “Trigger” apps, which is the app you want to pull the data from, and then select “New Contact” as the trigger for this example.
Then, you are going to find the app to move the data into, called the “Action” app. Select BarCloud… and in the dropdown choose “Create Customer.”
With this Zap in place, whenever a new contact has been entered in Salesforce, a new customer file will automatically be created in BarCloud.
Click “Continue” and then you’ll need to connect Salesforce to Zapier. Enter a name for the account you wish to connect, and then choose your Salesforce environment. “Sandbox” refers to the test server, so most users go with “production,” which is the live production server.
Click “Continue” and then enter your Salesforce credentials in the pop-up.
Once the account is working, you will connect the action app, which is BarCloud. Choose your account name, and then follow the instructions here to find your customer key. It’s very easy to do, and only needs to be done once.
After you see that both accounts are working, you arrive at the custom filter step. Here you can see several options, but you won’t need to use them for this example, so click “Continue.”
In this step you choose the particular contact information you want to pull from Salesforce into these data fields for a customer in BarCloud. This data will be specific to your inventory operation, so please note that the following data fields are all optional.
For this example, the first data field, “Code,” is commonly filled with a unique number that identifies the contact being brought into BarCloud…so in the “Insert fields” drop down, select “Contact ID.”
Next, you can bring over the name of the new contact by finding “Full Name” in the drop down.
You then have the option of adding their email…
And finally, you can choose to include the contact’s “Business Phone.”
Once you’ve matched your data, you can begin testing the Zap. You can see the triggered information that is coming from Salesforce… as well as the action information that will populate into BarCloud.
After you see that the test was a success, click continue to name the Zap… Then click “Turn the Zap on” to make it official. From here on out, every time a new Salesforce contact is added, the information you’ve selected will automatically populate into BarCloud as a new customer file.
Once again, this process only needs to be done once AND you have the power to select the integration points that fit your exact needs. For more information about BarCloud, please contact us at www.barcloud.net.”Back to BarCloud Homepage