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Frequently Asked Questions about Salesforce + Trustpilot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Trustpilot
How can I integrate Salesforce with Trustpilot?
You can integrate Salesforce with Trustpilot using automation tools that support connecting these two platforms, enabling specific triggers in Salesforce to execute actions in Trustpilot, such as sending review invitations automatically.
Can I automate review requests in Trustpilot based on events in Salesforce?
Yes, you can set up triggers in Salesforce for specific events like closed deals to automatically send review requests through Trustpilot, enhancing your customer feedback loop efficiently.
What kind of triggers in Salesforce can initiate actions on Trustpilot?
Triggers such as new contact creation, opportunity stage changes, or deal closures in Salesforce can prompt actions like review request initiation or follow-up emails being automatically sent via Trustpilot.
Can I sync customer data between Salesforce and Trustpilot?
While direct syncing isn't supported natively, automation services allow mapping fields so that information like customer names and emails captured in Salesforce can be used for customized actions within Trustpilot.
Is it possible to use data from a completed survey on Trustpilot within Salesforce?
Yes, you can set up actions where data collected from surveys completed on Trustpilot is synced back to relevant records within your Salesforce system for comprehensive data utilization.
What happens if there’s an update on a record in Salesforce that has already triggered an action on Trustpilot?
Additional logic or filters may need to be employed. For instance, it's possible to define conditions under which updates trigger new review requests or skip the action if a request was already made.
How do I handle authentication between Salesforce and Trustpilot during integration setup?
Authentication typically involves using API keys or credentials provided by both platforms. Our system guides you through a secure setup process ensuring the right permissions are granted for seamless integration operations.
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.