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How to create clients in Copilot when Salesforce Opportunities are updated to Closed Won
This Zap allows you to automate client creation in Copilot when Salesforce Opportunities are updated to "Closed Won".
Allene Norton
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0 step
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4 minutes
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
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Click the "Search…" field.
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Type "Salesforce"
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Click "Salesforce"
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Click the "*EventRequired" field.
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Click "Updated Field on Record"
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Click "Continue"
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Click "Choose" to select your connected Salesforce account, or connect a new one. Click "Continue".
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Click "Choose value…"
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Type "opportunity"
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Click "Opportunity"
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Click "Choose value…"
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Type "stage"
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Click "Stage"
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Click here.
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Type "Closed Won"
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Click "Continue"
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Click "Test trigger"
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Click "Continue"
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Type "salesforce"
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