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How Zapier works

Zapier makes it easy to integrate 8x8 with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from 8x8

A trigger is an event that starts your Zap and runs the workflow. For example, with 8x8, a trigger could be "New Chat Apps Message Received."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your 8x8 to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect 8x8 and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 8x8 triggers, actions, and search
    New Chat Apps Message Received

    Triggers when a new chat app message is received.

    Trigger
    Instant
    Try It
  • 8x8 triggers, actions, and search
    New SMS Received

    Triggers when an SMS is sent to your virtual number.

    Trigger
    Instant
    Try It
    • Mobile
    • Message
      Required
    Action
    Write
  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
  • 8x8 triggers, actions, and search
    New Delivery Receipt

    Triggers when an SMS message has been delivered or rejected.

    Trigger
    Instant
    Try It
    • Destinations
      Required
    • Sender ID
      Required
    • Message
      Required
    Action
    Write
    • Destination number
      Required
    • Sender ID
      Required
    • Message
      Required
    Action
    Write
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Polling
    Try It

Learn how to automate Salesforce on the Zapier blog

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About 8x8
8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations
Related categories
Phone & SMS
salesforce logo
salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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