How to create clients in Copilot when Salesforce Opportunities are updated to Closed Won | Scribe

    How to create clients in Copilot when Salesforce Opportunities are updated to Closed Won

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    • 0 step |
    • 4 minutes
    Navigate to your Zapier dashboard and click + Create to start creating your Zap.
    Click the "Search…" field.
    Type "Salesforce"
    Click "Salesforce"
    Click the "*EventRequired" field.
    Click "Updated Field on Record"
    Click "Continue"
    Click "Choose" to select your connected Salesforce account, or connect a new one. Click "Continue".
    Click "Choose value…"
    Type "opportunity"
    Click "Opportunity"
    Click "Choose value…"
    Type "stage"
    Click "Stage"
    Click here.
    Type "Closed Won"
    Click "Continue"
    Click "Test trigger"
    Click "Continue"
    Type "salesforce"
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