Quick summary
This tutorial shows how to integrate Salesforce with Wistia using a Zapier automation workflow that triggers on new videos and creates corresponding files in Salesforce. By connecting these two platforms through a Zap, teams can automatically sync video data into their CRM without any manual effort.
Steps
- Click "Create" and select "Zaps" to begin building a new automation workflow.
- Click "Trigger" to select the event that will start your automation workflow.
- Search for and select "Wistia" as your trigger app.
- Select "New Video" as your trigger event to fire when a new video is added to Wistia.
- Connect your Wistia account to authorize access for the Zap.
- Select a Wistia project to scope which videos will trigger the automation.
- Click "Test trigger" to verify that the Wistia connection returns sample data correctly.
- Search for and select "Salesforce" as your action app.
- Choose your desired action, such as "Create File", to define what happens in Salesforce.
- Connect Salesforce, map Wistia data to the appropriate fields, and test the action before publishing your Zap.
