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ConnectMachine + Salesforce

ConnectMachine + Salesforce integrations

Create Salesforce leads from new ConnectMachine contacts

Keep your sales pipeline moving whenever a new contact is captured in ConnectMachine. This Zap automatically creates a Salesforce lead with the contact details, so your team can follow up without manual entry.

When this happens...
New ContactTriggers when a contact is created in ConnectMachine.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with ConnectMachine and Salesforce

Discover other triggers and actions you can use with ConnectMachine and Salesforce

Deleted Contact
Triggers when a contact is deleted and includes its pre-delete snapshot.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated in ConnectMachine.
Trigger
Instant
Try It
- Contact
  Required
- Contact Type
- First Name
- Last Name
- Company
- Job Title
- Notes
- Bio
- Network
- Email 1 Label
- Email 1 (Primary)
- Email 2 Label
- Email 2
- Email 3 Label
- Email 3
- Email 4 Label
- Email 4
- Email 5 Label
- Email 5
- Phone 1 Label
- Phone 1 (Primary)
- Phone 2 Label
- Phone 2
- Phone 3 Label
- Phone 3
- Phone 4 Label
- Phone 4
- Phone 5 Label
- Phone 5
- Website 1 Label
- Website 1 (Primary)
- Website 2 Label
- Website URL 2
- Website 3 Label
- Website URL 3
- Website 4 Label
- Website URL 4
- Website 5 Label
- Website URL 5
- LinkedIn URL
- X URL
- Facebook URL
- Instagram URL
- YouTube URL
- TikTok URL
- GitHub URL
- Label
- Profile URL
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Place Name
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Custom Field 1 Label
- Custom Value 1
- Custom Field 2 Label
- Custom Value 2
- Custom Field 3 Label
- Custom Value 3
- Custom Field 4 Label
- Custom Value 4
- Custom Field 5 Label
- Custom Value 5
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- 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
- 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
- SOSL Query
  Required
Action
Search
- 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

New Contact
Triggers when a contact is created in ConnectMachine.
Trigger
Instant
Try It
- Contact Type
- First Name
  Required
- Last Name
- Company
- Job Title
- Notes
- Bio
- Network
- Email 1 Label
- Email 1 (Primary)
- Email 2 Label
- Email 2
- Email 3 Label
- Email 3
- Email 4 Label
- Email 4
- Email 5 Label
- Email 5
- Phone 1 Label
- Phone 1 (Primary)
- Phone 2 Label
- Phone 2
- Phone 3 Label
- Phone 3
- Phone 4 Label
- Phone 4
- Phone 5 Label
- Phone 5
- Website 1 Label
- Website 1 (Primary)
- Website 2 Label
- Website URL 2
- Website 3 Label
- Website URL 3
- Website 4 Label
- Website URL 4
- Website 5 Label
- Website URL 5
- LinkedIn URL
- X URL
- Facebook URL
- Instagram URL
- YouTube URL
- TikTok URL
- GitHub URL
- Label
- Profile URL
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Place Name
- Street
- Street 2
- City
- State or Region
- Postal Code
- Country
- Latitude
- Longitude
- Google Maps URL
- Custom Field 1 Label
- Custom Value 1
- Custom Field 2 Label
- Custom Value 2
- Custom Field 3 Label
- Custom Value 3
- Custom Field 4 Label
- Custom Value 4
- Custom Field 5 Label
- Custom Value 5
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
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
- Flow
  Required
- Manual flow input parameters
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
- Query Type
  Required
- Include Deleted Records
Action
Search
- 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

About ConnectMachine

ConnectMachine is a digital business card and contact manager for capturing contacts, follow-ups, and relationship workflows.

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Related categories

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CRM (Customer Relationship Management)

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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