Deal Oracle + Salesforce

Deal Oracle + Salesforce integrations

Update Deal Oracle lead statuses when new Salesforce records are updated

Keeping lead statuses up to date across tools can be a manual, time-consuming process. This Zap automatically updates a lead's status in Deal Oracle whenever a record is updated in Salesforce, so your team always has a single source of truth. No manual data entry needed — your pipeline stays accurate in real time, letting you focus on closing deals instead of updating records.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Update Lead StatusUpdates a lead's status or other fields. Look up by email, phone, or Lead ID.
ActionWrite

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More things you can do with Salesforce and Deal Oracle

Discover other triggers and actions you can use with Salesforce and Deal Oracle

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
- Client Account
  Required
Trigger
Instant
Try It
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- First Name
- Last Name
- Email
- Phone
- Status Source
- Deal Value (Revenue)
- Lead Source
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- UTM Keyword
- Google Click ID
- Facebook Click ID
- Facebook Click Cookie (_fbc)
- Facebook Browser Cookie (_fbp)
- TikTok Click ID
- Microsoft Click ID
- Snapchat Click ID
- City
- State / Province
- Zip Code
- Country
- Street Address
- IP Address
Action
Write
- Client Account
  Required
- Email
- Phone
Action
Search

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 Client Account
Triggers when a new client account is created.
Trigger
Polling
Try It
- Account Name
  Required
Action
Write
- Client Account
  Required
- Lead
- Email (Lookup)
- Phone (Lookup)
- Status Source
- Deal Value (Revenue)
- First Name
- Last Name
- Lead Source
- City
- State / Province
- Zip Code
- Country
- Street Address
- Address Line 2
- Motivation Score
Action
Write

About Deal Oracle

Deal Oracle is a conversion & attribution tracking platform that captures leads and connects them between your CRM and ad platforms.

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About Salesforce

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