Salesforce + Zapier Tables
Create new Zapier Tables records for new Salesforce leads
Organize your Salesforce leads effectively with this workflow. When a new lead is added in Salesforce, it instantly records the data in Zapier Tables, eradicating the need for manual entry. This creates an efficient information management system, ensuring no lead details are missed and freeing up your time to focus on lead conversion.
Organize your Salesforce leads effectively with this workflow. When a new lead is added in Salesforce, it instantly records the data in Zapier Tables, eradicating the need for manual entry. This creates an efficient information management system, ensuring no lead details are missed and freeing up your time to focus on lead conversion.
- When this happens...
New LeadTriggers when a new Lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RecordCreates a new record on a table.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
FieldRequired
Summary FormulaRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Calculate FieldRequired
Aggregate FunctionRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Salesforce
Related categories
Related categories
Related Zap Templates
- Create Salesforce records from new Zapier tables data
- Create Zapier Tables records from updated Salesforce records
- Create Salesforce leads from new Zapier table records
- Create records in Zapier Tables from new Salesforce records
- Create Salesforce contacts from new Zapier Tables records
- Manage new Salesforce records by triggering Zapier Tables buttons
- Create Salesforce records from new or updated Zapier Tables records
- Update Salesforce contacts when records are updated in Zapier Tables
- Update Salesforce leads when records are updated in Zapier Tables
- Create new Salesforce records when zap buttons are clicked in Zapier Tables
- Update Salesforce records when records in Zapier Tables are updated
- Click Zapier Tables buttons to create new Salesforce leads
- Create new Salesforce records for each new record in Zapier Tables
- Manage new, updated or deleted records in Zapier Tables by creating leads in Salesforce
- Update Salesforce contacts with new or updated records from Zapier Tables
- Update records in Zapier Tables to create new leads in Salesforce
- Create new Zapier Tables records when records are updated in Salesforce
- Manage new or updated records in Zapier Tables to update leads in Salesforce
- Update Salesforce records when Zapier Tables buttons are clicked
- Create sales pitches with ChatGPT from Salesforce leads and add to Zapier Tables
- Create records in Zapier Tables for new contacts in Salesforce
- Update Salesforce records each time new records are added in Zapier Tables
Related Zap Templates
- Create Salesforce records from new Zapier tables data
- Create records in Zapier Tables from new Salesforce records
- Create Salesforce records from new or updated Zapier Tables records
- Create new Salesforce records when zap buttons are clicked in Zapier Tables
- Create new Salesforce records for each new record in Zapier Tables
- Create Zapier Tables records from updated Salesforce records
- Create Salesforce contacts from new Zapier Tables records
- Update Salesforce contacts when records are updated in Zapier Tables
- Update Salesforce records when records in Zapier Tables are updated
- Manage new, updated or deleted records in Zapier Tables by creating leads in Salesforce
- Create Salesforce leads from new Zapier table records
- Manage new Salesforce records by triggering Zapier Tables buttons
- Update Salesforce leads when records are updated in Zapier Tables
- Click Zapier Tables buttons to create new Salesforce leads
- Update Salesforce contacts with new or updated records from Zapier Tables