Summary
This article explains integrating your Salesforce account with HandsHQ RAMS via Zapier (an integration management tool). We focus on the specific example of triggering a new HandsHQ project with key project details populated when a job is raised in Salesforce.
In this article:
Integrate Salesforce and HandsHQ via Zapier
Set up a trigger in Zapier
If you need more context about using HandsHQ with Zapier, read our Zapier setup guide here
Create New Zap
Search for Salesforce in Zapier and add it
Choose a trigger (an event)
We went with the New record. However, you can choose a different trigger; below are the other options provided by Salesforce.
3. Connect your Salesforce account
4. Select a Salesforce Object
In this example, we chose Quote, because we wanted a new quote on Salesforce to trigger the creation of a project on HandsHQ.
However, there are many other objects provided by Salesforce. You can choose whichever works best for your workflow.
5. Test your trigger by clicking on Test.
If everything is set up correctly, you’ll receive a message that a record was found.
Set up an action
Add the HandsHQ app to your list by following this link
Search for and add HandsHQ
Choose an action (event)
In our case, it’s Create Project.
4. Connect your HandsHQ account by navigating to https://app.handshq.com/settings/api_configuration ⇒ copy the API token and paste into a window like this:
5. Map the fields from your Salesforce trigger to the project details of the HandsHQ project
6. Test the action.
If everything is set up correctly, you’ll see a message that a project has been sent to HandsHQ.
7. Publish your Zap
