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Quickly connect Coda to Salesforce with a Zapier template.

Our most popular template

Create Salesforce contacts from new rows in Coda
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Coda + Salesforce
Update rows in Coda when fields on Salesforce records are updated
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Salesforce + Coda

Create Salesforce contacts from new rows in Coda

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Coda + Salesforce

Update rows in Coda when fields on Salesforce records are updated

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Salesforce + Coda

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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 "New Row" from Coda.

Add your action

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

You’re connected!

Zapier seamlessly connects Coda 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.

- Document
  Required
- Table
  Required
Trigger
Polling
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- Source Doc
  Required
- Title (override)
Action
Write
- Document
  Required
- Table
  Required
Action
Write
- Document
  Required
- Table
  Required
- Matching Columns
Action
Write
- Document
  Required
- Table
  Required
- Search Column
  Required
- Search Value
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  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
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Document
  Required
- Table
  Required
Trigger
Polling
Try It
- Request ID
  Required
Action
Write
- Document
  Required
- Table
  Required
- Row
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  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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Connect Coda 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 Coda on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Coda 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

Frequently Asked Questions about Coda + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Coda and Salesforce

How do I set up the integration between Coda and Salesforce?

To set up the integration, you'll need to access our integration platform. You can start by creating a new Zap and selecting Coda as the trigger app. Then, choose an appropriate trigger event that suits your workflow, such as 'New Row' in Coda. Next, connect your Salesforce account and set an action like 'Create Record', utilizing the data from your Coda document.

Can I automate tasks between Coda and Salesforce?

Yes, automation is possible between Coda and Salesforce using specific triggers and actions. For instance, you can automate the creation of a new Salesforce record whenever a new row is added in a specific Coda table or update existing records when information is updated in Coda.

What triggers are supported for Coda in this integration?

In our integration with Salesforce, you can use triggers like 'New Row', 'Updated Row', or custom events from within your Coda documents that will kickstart automated workflows connecting with Salesforce.

What actions can be performed in Salesforce through this integration?

Through our integration platform, you can perform actions such as creating new records, updating existing records, or finding specific entries within Salesforce based on criteria provided from a Coda document workflow.

Is it possible to update a record in Salesforce when changes are made in Coda?

Absolutely! You can set up an integration where changes made to rows in a Coda table automatically trigger updates to corresponding records in Salesforce. This keeps both platforms synchronized seamlessly.

Do I need any coding skills to integrate Coda with Salesforce?

No coding skills are required. Our user-friendly interface allows you to select triggers and actions from dropdown menus. You simply map fields from Coda to those in Salesforce without writing any code.

Can I use this integration if my organization has multiple Salesforce instances?

Yes, our platform allows connections with multiple Salesforce accounts. You need to select which instance you'd like each specific action or trigger to apply when setting up your integrated workflows.

About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.

Learn moreLearn moreHelpHelp

Related categories

Documents

Similar apps

OneNote

Microsoft, Notes

Quip

Documents

Google Sheets

Google, Spreadsheets

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Coda to Salesforce on the world's largest no-code automation platform

Explore Coda + Salesforce Integrations

google-sheets

Explore Coda + Salesforce Integrations

google-sheets

Connect Coda and Salesforce to unlock the power of automation

Set up your first integration

Create Salesforce contacts from new rows in Coda

Update rows in Coda when fields on Salesforce records are updated

Create Salesforce contacts from new rows in Coda

Update rows in Coda when fields on Salesforce records are updated

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Coda and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Coda on the Zapier blog

5 ways to automate Coda with Zapier

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about Coda + Salesforce integrations

Connect Coda to Salesforce on the world's largest no-code automation platform

Explore Coda + Salesforce Integrations

Explore Coda + Salesforce Integrations