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GeoDirectory → SalesforceEvents and actions

Use GeoDirectory events to automate Salesforce

Choose an event from GeoDirectory to start an automation, then choose from the Salesforce actions listed below. The action settings show what information you need to provide.

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Add a contact to an Object in Salesforce when a listing is published

  1. When a listing is published
  2. Add a contact to an Object in Salesforce

Available in Noptin

Salesforce actions

Objects

2 actions

View actions
  • Add a contact to an Object in Salesforce
  • Remove a contact from an Object in Salesforce

Available in Noptin

GeoDirectory events and actions

Listings

6 events · 2 actions

View events and actions

Events

  • When a listing is saved
  • When a listing is published
  • When a listing is downgraded
  • When a listing expires
  • When a listing is unpublished
  • When a listing is deleted

Actions

  • Create or update a listing
  • Delete a listing

About this connection

How the two tools fit together

GeoDirectory: Business Directory Plugin for WordPress.

Salesforce: Salesforce is a comprehensive cloud-based CRM platform that provides tools for sales, service, marketing, analytics, and application development to help businesses manage customer relationships and drive growth.

What information can you send?

Connect Salesforce, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the GeoDirectory event or action you choose and any fields configured on your site. Available fields depend on the selected Salesforce object and the connected account.

Start here

Set up GeoDirectory and Salesforce with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Salesforce from Noptin → Extensions. How to activate your license.
  3. Install and set up GeoDirectory on your WordPress site. Connect Salesforce in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Choose an event from GeoDirectory to start the automation.
  2. Choose an action from Salesforce in the list above and fill in its required settings.
  3. Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Explore each add-on

See what else you can do

Salesforce integration details GeoDirectory integration details

More ways to connect your tools

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Browse all Noptin integrations to find another starting point or destination.

Ready to connect GeoDirectory and Salesforce?

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