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How Zapier works

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

Select a trigger from Hive

A trigger is an event that starts your Zap and runs the workflow. For example, with Hive, a trigger could be "New Action."
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.

That’s it! You just connected Hive to Salesforce

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

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Customers who say using Zapier has made them better at their job

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 Hive 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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Frequently Asked Questions about Hive + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Hive and Salesforce

How do I set up a trigger for Hive in Salesforce integration?

You can set up a trigger for Hive in Salesforce by selecting an event in Hive that will initiate the workflow in Salesforce. For example, you might choose the creation of a new task in Hive as a trigger to update a specific record or create a task in Salesforce.

What kinds of actions can I automate between Hive and Salesforce?

Our integration allows you to automate various actions such as creating, updating, or finding records. In Salesforce, this could mean automating the creation of leads or tasks based on activities carried out in Hive.

Can I filter data before it is sent from Hive to Salesforce?

Yes, we provide filtering options to ensure that only relevant data is sent from Hive to Salesforce. You can specify criteria that data must meet before any actions are triggered.

Is it possible to send updates back from Salesforce to Hive?

Yes, we support bi-directional updates. You can configure actions in Salesforce that prompt updates back into your Hive projects or tasks.

How often are triggers checked between Hive and Salesforce?

Triggers are checked either instantly or at intervals depending on the specific settings chosen during configuration. Some triggers offer near real-time checks, while others might function on scheduled intervals.

What happens if an action fails during the integration process?

If an action fails during execution, we provide error logs and notifications outlining the cause so you can quickly address and resolve any issues within your workflow setup.

Do I need coding skills to integrate Hive with Salesforce?

No coding skills are required to integrate Hive with Salesforce. Our platform offers a user-friendly interface that allows for setting up complex integrations through simple point-and-click procedures.

Connect Hive 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.

    • Workspace
      Required
    • Select Project
    Trigger
    Scheduled
    Try It
    • Workspace
      Required
    • Copy Action Statuses
    • Copy Action Assignees
    • Select Project
      Required
    • Name
      Required
    • Deadline
    Action
    Write
    • Workspace
      Required
    • Select Project
    • Action Template
    • Title
      Required
    • Assigned To
    • Description
    • Deadline
    • Custom Fields
    Action
    Write
    • Workspace
      Required
    • Action Template
    • Custom Fields
    Action
    Write
    • Workspace
      Required
    • Select Project
    Trigger
    Scheduled
    Try It
    • Workspace
      Required
    • Description
    • Assigned To
    • Title
      Required
    • Deadline
    Action
    Write
    • Workspace
      Required
    • Group for Workspace
      Required
    • Message Body
      Required
    • Custom Sender Name
    • Custom Sender Picture
    • Color
    Action
    Write
    • Action ID
      Required
    • New status
    Action
    Write

Learn how to automate Hive on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About Hive
Hive provides simple automated workflow for teams. It brings all your different tools onto one dashboard and makes it easy to see progress and bottlenecks.
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    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
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