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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Element Added" from ClearPoint Strategy.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects ClearPoint Strategy and Salesforce, automating your workflow.

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.

- Element Type
  Required
- Scorecard
- Owner
- Added By
Trigger
Instant
Try It
- Element Type
  Required
- Scorecard
- Owner
- Added By
- Reporting Period
- Status
Trigger
Instant
Try It
Status Added
Triggers when a new status option is created.
Trigger
Instant
Try It
- Notification ID
Trigger
Instant
Try It
- Element Type
  Required
- Scorecard
Action
Write

- Element Type
  Required
- Element ID
  Required
Action
Write
- Element Type
  Required
- Element ID
  Required
Action
Write

- Element Name
  Required
- Scorecard
- Element Type
  Required
Action
Search
- Element Type
  Required
- Element ID
  Required
- Custom Field ID
  Required
- Reporting Period
Action
Search
- Element Type
  Required
- Element ID
  Required
- Reporting Period
Action
Search
- Element Type
  Required
- Scorecard
- Initiative
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Element Type
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Element Type
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Element Type
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Element Type
  Required
Action
Write
- Note Title
  Required
- Note
- Element Type
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Element Type
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Element Type
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Element Type
  Required
Action
Search
- Element Type
  Required
- SOQL WHERE clause
  Required
Action
Search
- Element Type
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Element Type
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Element Type
  Required
- Scorecard
- Owner
- Added By
Trigger
Instant
Try It
Reporting Period Added
Triggers when a new reporting period is created.
Trigger
Instant
Try It
User Added
Triggers when a new user is created.
Trigger
Instant
Try It
Reporting Frequency Added
Triggers when a new reporting frequency is added.
Trigger
Instant
Try It
Add User
Adds a new user to ClearPoint.
Action
Write
- User
  Required
Action
Write
- Element Type
  Required
- Element ID
  Required
- Measure Data
  Required
Action
Write
- Element Type
  Required
- External Application
  Required
- External Element Type
  Required
- External Element ID
  Required
Action
Search
- Element Type
  Required
- Element ID
  Required
Action
Search
- Element Type
  Required
- Element ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Element Type
  Required
Trigger
Polling
Try It
- Element Type
  Required
Trigger
Polling
Try It
- Element Type
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Element Type
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Element Type
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Element Type
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Element Type
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Element Type
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Element Type
  Required
Action
Search
- Element Type
  Required
- Record ID
  Required
Action
Search
- Element Type
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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

Connect ClearPoint Strategy 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.

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.

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.

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.

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.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your ClearPoint Strategy to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClearPoint Strategy

Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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