Dealintent + Salesforce

Create new contacts in Dealintent from new records in Salesforce

Create a seamless connection between Salesforce and DealIntent. With this workflow, whenever a new record is established in Salesforce, it instantly generates a contact in the DealIntent app. This straightforward process eliminates the need for manual data entry, improving accuracy and time management. It's an ideal solution for maintaining consistent data across multiple platforms.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
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Create Contact
Create a new contact
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ReportRequired
- 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 UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Deal RoomRequired
- Mutual Action PlanRequired
Trigger
Polling
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New Contacts
Triggers when new contact is created.
Trigger
Polling
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New Deal Rooms
Triggers when new deal room is created.
Trigger
Polling
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New Deal Room Templates
Triggers when new deal room template is created.
Trigger
Polling
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- Deal RoomRequired
Trigger
Polling
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- Deal RoomRequired
- ContactRequired
- ActionRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Contacts
- Members
- TitleRequired
- Due DateRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Linkedin URL
- Designation
- Company
Action
Write
- Deal Room NameRequired
- Deal NameRequired
- Deal ValueRequired
- Deal Close DateRequired
- Deal StageRequired
- Company
Action
Write
- NameRequired
- Deal RoomRequired
Action
Write
- Deal RoomRequired
- AssetRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Action ItemRequired
- ActionRequired
Action
Write
- Deal RoomRequired
- Banner
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- NameRequired
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Companies
Triggers when new company is created.
Trigger
Polling
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New Contents
Triggers when new content or file is created.
Trigger
Polling
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- Deal RoomRequired
Trigger
Polling
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New Members
Triggers when new member is added.
Trigger
Polling
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New Stages
Triggers when new stage is created.
Trigger
Polling
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- Deal RoomRequired
- MemberRequired
- ActionRequired
Action
Write
- NameRequired
- DomainRequired
- Linkedin URL
- City
- State
- Country
Action
Write
- NameRequired
- Description
- URLRequired
- Size (in bytes)Required
- Mime TypeRequired
- Cover Image
- AccessRequired
Action
Write
- NameRequired
- URLRequired
- Mime TypeRequired
- Size (in bytes)Required
- Deal RoomRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Action ItemRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Action ItemRequired
- Title
- Due Date
- Members
- Contacts
Action
Write
- Deal RoomRequired
- AssetRequired
- NameRequired
Action
Write

About Dealintent

Dealintent is service for enabling b2b companies to close deal faster.

Related categories

Sales & CRM

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Dealintent + Salesforce

Create new contacts in Dealintent from new records in Salesforce

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Action Items

New Contacts

New Deal Rooms

New Deal Room Templates

New Mutual Action Plan

Add or Remove Contact to Deal Room

Create Action Item

Create Contact

Create Deal Room

Create Mutual Action Plan

Delete Deal Room Asset

Mark Action Item (Complete/Incomplete)

Update Deal Room

Update Mutual Action Plan

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Companies

New Contents

New Deal Room Assets

New Members

New Stages

Add or Remove Member to Deal Room

Create Company

Create Content

Create Deal Room Asset

Delete Action Item

Delete Mutual Action Plan

Update Action Item

Update Deal Room Asset

About Dealintent

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces