Connect Coda and Salesforce to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Coda to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Coda with Salesforce - no code necessary. See how you can get setup in minutes.
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.
- DocumentRequired
- TableRequired
Try ItTriggerPolling- Source DocRequired
- Title (override)
ActionWrite- DocumentRequired
- TableRequired
- RowRequired
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- DocumentRequired
- TableRequired
Try ItTriggerPolling- DocumentRequired
- TableRequired
ActionWrite- DocumentRequired
- TableRequired
- Matching Columns
ActionWrite- DocumentRequired
- TableRequired
- Search ColumnRequired
- Search ValueRequired
ActionSearch
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
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
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
Learn how to automate Salesforce on the Zapier blog
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.
