Connect DealMachine and Salesforce to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings DealMachine and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Salesforce records for updated leads in DealMachine
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DealMachine + Salesforce
Create new Salesforce leads from new DealMachine leads
Premium
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DealMachine + Salesforce

Create new Salesforce records for updated leads in DealMachine

Details

Try it

DealMachine + Salesforce

Create new Salesforce leads from new DealMachine leads

Details

Try it

DealMachine + Salesforce

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

How Zapier works

Zapier makes it easy to integrate DealMachine with Salesforce - no code necessary. See how you can get setup in minutes.

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Help

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 Lead" from DealMachine.

Add your action

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

You’re connected!

Zapier seamlessly connects DealMachine 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.

New Lead
Triggers when a new lead is added to your team's DealMachine account.
Trigger
Instant
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Lead Status Change
Triggers when a status changes for a property.
Trigger
Instant
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- Lead ID
  Required
- List IDs
  Required
Action
Write
- Lead ID
  Required
- Team Member ID
  Required
Action
Write
- Lead ID
  Required
Action
Write

- Lead ID
  Required
- List IDs
  Required
Action
Write
- Lead ID
  Required
- Mailer Sequence ID
Action
Write

- Lead ID
  Required
- Lead Status
  Required
Action
Write
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
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 Team Member
Triggers when a new team member is added to your team.
Trigger
Polling
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- Address Line 1 (Parsed Address)
- Address Line 2 (Parsed Address)
- City (Parsed Address)
- State (Parsed Address)
- Zip Code (Parsed Address)
- Latitude (Lat/Lng)
- Longitude (Lat/Lng)
- Full Address (Full Address)
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Note
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Lead ID
  Required
- Tag IDs
  Required
Action
Write
- Lead ID
  Required
- Custom Field ID
  Required
- New Value
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

For AI agents & developers

Use DealMachine and Salesforce with AI agents and code

Beyond Zap workflows. Call DealMachine and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose DealMachine and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Lead
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger DealMachine and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* dealmachine / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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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 DealMachine 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 Salesforce on the Zapier blog

Make work flow with AI

Level up your DealMachine 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 DealMachine + Salesforce integrations

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

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

To set up the integration, you need to connect your DealMachine account with Salesforce through our platform. Start by selecting DealMachine as your trigger and choose the specific action you want in Salesforce, such as creating a new contact or updating existing information.

What triggers can I use in DealMachine for Salesforce integration?

You can use various triggers in DealMachine such as 'New Property Added', 'Property Updated', or 'Lead Generated'. Each of these triggers can be set to initiate specific actions in Salesforce like creating a new lead, updating a contact record, or assigning a task.

Can I update existing Salesforce records using the integration?

Yes, you can update existing records. By setting a trigger like 'Property Updated' in DealMachine, you can configure it to update corresponding fields in your Salesforce records.

Is it possible to create custom fields from DealMachine data in Salesforce?

While our platform allows for data mapping between DealMachine and Salesforce, creating custom fields directly isn't supported. However, once your data is transferred into Salesforce, you can manipulate it there including adding custom fields.

How frequently does data sync occur between DealMachine and Salesforce?

The data sync frequency depends on how you've configured your triggers. Typically, actions are triggered near real-time once an event occurs in DealMachine.

What happens if there's an error during the synchronization process?

If an error occurs during synchronization, you'll receive a notification within our platform. We suggest checking your trigger and action configurations to ensure everything is set up correctly.

Can I automate follow-up tasks in Salesforce using this integration?

Yes, you can automate follow-up tasks by setting appropriate actions within our platform when certain triggers occur in DealMachine. For example, when a lead is generated, you might create a follow-up task automatically within Salesforce.

About DealMachine

DealMachine intelligently automates your REI marketing process. Simply take a picture of a property with your smartphone and DealMachine looks up the owner and sends highly personalized mail.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Connect DealMachine and Salesforce to power AI-driven automation

Launch your first automated workflow

Create new Salesforce records for updated leads in DealMachine

Create new Salesforce leads from new DealMachine leads

Create new Salesforce records for updated leads in DealMachine

Create new Salesforce leads from new DealMachine leads

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

Use DealMachine and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Connect DealMachine 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 Salesforce on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about DealMachine + Salesforce integrations

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