Salesforce is a leading Customer Relationship Management (CRM) platform. Our Salesforce integration using Zapier allows you to connect Forward spaces directly to people, companies, and opportunities, making it easier to access important information.

Additionally, our integration allows you to sync critical data from Forward to Salesforce. Whether it's tasks related to Prospect activities or action plans, you can effortlessly import all this data for in-depth reporting, accurate forecasting and effective deal management.

When you integrate with Salesforce using Zapier, you can:

To use the Forward application in your Zapier account, first click here and follow the steps in the Forward x Zapier integration article.

After logging in to Zapier, click on the "+Create" button at the top left to create a new workflow, and select the "Zaps" option from the popup window.

Next, give a desired name to this workflow at the top of the screen.

Choose Salesforce as the trigger, and from the popup window on the right, select which event in Salesforce will trigger this workflow.

For this example, scroll down and chose the "Update Field on Record" option. This means when a specified data in a specified type of record (contact, lead, opportunity etc.) is updated in Salesforce, this automation will start.

In the next tab, you must connect your Salesforce account and grant the necessary permissions. After clicking the Continue button, you will see the screen shown in the image below. Open the Salesforce window with the Sign in button.

In the window that opens, select the "production" option and grant the necessary permissions.

Your Salesforce account will then be linked to your Zapier account. You can continue to the trigger selection tab with the Continue button.

When you come to the trigger tab, you must choose which object in Salesforce and which data of that object you want action to be taken based on. Therefore, select "Opportunity" in the "Object" step and "Stage" in the "Field" step. In this way, you give the following command to the automation: When an opportunity in Salesforce reaches the stage I will select, proceed to the next action.

Leave the Timestamp option blank. In this way, for each opportunity, only 1 space will be created in Forward.

What you need to write in the "Field Updated to" field is the name of the stage (including spacing and casing) at which stage you want a space to be created in Forward when Salesforce Opportunity reaches. For example, in this example, I wrote "Proposal", and when an opportunity reaches the "Proposal" stage in Salesforce, a space will be created in Forward for that opportunity.

When it comes to the testing tab, you can test the connection. As can be seen in the image below, Zapier listed 2 records and their data in the "Proposal" stage. Choose one of those records and proceed to the next step with the "continue with the selected record" button.

After clicking the Continue button, you can now move on to the second step.

In this and the next step, we need to find some information from Salesforce again. These are the company name and Space owner that will be used when creating space. Your Salesforce opportunity owner employee must have a Forward account with the same email address.

First, find the company name.

To do this, click on the "+ Add step" icon in the middle of the screen in your Zapier workflow. Select Salesforce and then select Find Record.

In the Account tab, select your Salesforce account you just connected.

Proceed and switch to the Action tab.

Make the settings as in the image below:

When you test it, you should be able to see the Account Name in the listed data. This data will be used as the company name when creating a space in Forward.

Now you can move on to the next step: Finding the Opportunity owner in Salesforce.

For the integration to work smoothly, your Salesforce "opportunity owner" must have a Forward account with the same email address.

Click Add a step.

In the window that opens, select Salesforce again.

In the window that opens, select "Find Record" as the event.

In the Account tab, select the Salesforce account you used in the previous steps.

In the Action tab, make the settings as shown in the image below:

Once you're done, you can name this step whatever you want:

Before:

After:

So far you have gathered all the necessary information you need to create space in Forward:

You can proceed to the space creation step in Forward.

Add a new step by clicking the + Add a step button.

After searching for "Forward" in the window that opens, click Forward from the list. If Forward does not appear in the search results, you may have skipped the "Forward x Zapier integration" step at the beginning of this article. You must complete that step first, so click here. And click here to go to the integrations page in the Forward app.

In this scenario, when a Salesforce opportunity reaches a stage we determined in the previous steps, a space will be created in Forward, so select the "Create Space" option.

Log in to your Forward account with the sign in button that will appear on the screen and grant the necessary authorizations. Proceed by clicking the Continue button.

When we move on to the action tab,

We need to insert the "Attributes Type: Opportunity" information into the field named "External type".

When we click on the field named "External type", click on the first drop down in the window that opens below and select "Attributes Type: Opportunity" from the options.

Then the data you selected will be inserted:

In the second field, you are asked for an ID for the opportunity you just selected. To insert this data, click on the field named "External ID", open the first dropdown from the window that opens and select the "Object ID" option.

Then the necessary data will be inserted:

In the options of the field named Template UID, the space templates you prepared in Forward are listed. Choose which template you want to use for this automation. In the example below, the Forward space template named "Proposal Template" has been selected.

In the field named "Company Name", you need to insert information for which company this space will be created.

To do this, click on the field named "Company Name" and select the second dropdown from the window that opens.

There, click on the "Name" option. In this way, you have found the company name thanks to the step we named "Find company name", which is the second step you added to your automation.

In the field named "Company Domain", select the second dropdown from the window that opens and insert the data named "Website".

Finally, in order to be used as a space owner in Forward, you need to select opportunity owner.

To do this, when you click on the field named "Email", select the third dropdown from the window that opens and click on the Email option from there.

Congratulations!

Although it may be difficult to set up an automation, from now on you have eliminated as much of your team's manual workload as possible.

Whenever an opportunity reaches a stage you specify in Salesforce, a Forward Space will automatically be created for it.

If creating Space is sufficient for you, you can start your automation by clicking the publish button on the top right.

However, if you want to be able to view the Edit link and Share link of the space created in Forward within the Salesforce opportunity, you have one more step.

Click the Add a step button.

Select Salesforce and select "Create Record" as Event.

Continue with the "Continue" button and select your same Salesforce account.

Then, in the "Action" tab, select the "Task" option for the "Salesforce Object".

Select "False" for "Assignment Rules" and leave the field named "Name" blank.

When you click on the field named "Related to", switch to the "Custom" tab in the window that opens.

Select the option where you want to see the link to your space in Forward. (See examples below)

To see the forward space's edit and share link in a task, give this task a name. When naming, you may want to use the name Space in Forward. To do this, when you click on the field named "Subject", select the fourth dropdown from the window that opens and click "Title".

If you wish, you can add appropriate notes to the beginning or end of the name that you will automatically add to the subject:

You can leave the Due date field blank. You can select Status as Open and Priority as Normal or High. You can also leave the "Assigned To (Group)" option blank.

In the field named "Assigned To (User)" you will choose who you want to assign this task to. Here, to select the Opportunity owner, click on the field named "Assigned To (User)", then switch to the tab named "Custom" in the window that opens and select the third dropdown.

And click on "ID" option.

Then proceed to prepare the description field. We recommend that you use 2 different links for "Space Edit" and "Share" in the Description.

First, write your messages for these two URLs in the description.

Then, using the insert data option, insert the data named "Edit URL" in front of the edit message and the data named "Share URL" in front of the "Share" message:

When you're done, the description field can be seen like this:

Select "Inbound" for Call type

And select the "Call" option for "Task subtype", which is usually at the bottom of the list.

You can leave all other fields blank.

After the testing step, you can check the opportunity in Salesforce that you selected for testing. As can be seen in the image below, the URLs to be used for edit and share of the automatically created space in Forward can be seen in the description of the added CALL LOG.