Disciple + Salesforce

Disciple + Salesforce integrations

Add new Disciple users to Salesforce campaigns

Rather than waiting for a one-time import of leads into Salesforce, use Zapier to start automatically adding new leads to your list. Once you set up this Disciple-Salesforce integration, new members from that point forward are individually added as new leads.

When this happens...
New UserTriggers when a new user registers.
TriggerInstant
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Add Lead to CampaignAdds an existing lead to an existing campaign.
ActionWrite

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More things you can do with Disciple and Salesforce

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

New Comment
Triggers when a new comment is published.
Trigger
Instant
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New Course Enrollment
Triggers when a user enrolls in a course.
Trigger
Instant
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User Joined Group
Triggers when a user joins a group.
Trigger
Instant
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Product Changed
Triggers when a user's product changes.
Trigger
Instant
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Subscription Became Active
Triggers when a user's subscription becomes active.
Trigger
Instant
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User Deleted
Triggers when a user account is deleted.
Trigger
Instant
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- Sender
  Required
- Recipient ID
- Recipient Email
- Message Content
  Required
Action
Write

- Group
  Required
- User
  Required
- Type of the member - either 'user' or 'admin'
Action
Write
- Name/description of your Invite Link
- Number of times the link can be used
- To expire on
- Once they sign up, add these members to the following groups
Action
Write
- Subscription name
  Required
- Email address
  Required
- Expires in (seconds)
- Expires at
- Apply to existing user
Action
Write
- User
  Required
- Badge
  Required
Action
Write
- User
  Required
- Subscription name
  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
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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 Object
  Required
Trigger
Polling
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- 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 Course Completion
Triggers when a user completes a course.
Trigger
Instant
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User Updated
Triggers when an existing user changes his profile details.
Trigger
Instant
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New Post
Triggers when a new post is published.
Trigger
Instant
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User Left Group
Triggers when a user leaves a group.
Trigger
Instant
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Subscription Became Expired
Triggers when a user's subscription becomes expired.
Trigger
Instant
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New User
Triggers when a new user registers.
Trigger
Instant
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- Title
  Required
- Description
- Location
- All Day
  Required
- Restrict to Groups
- Thumbnail Image URL
- Cover Image URL
- Button 1 Title
- Button 1 URL
- Button 1 Open in app
- Button 1 Restriction Type
- Button 1 Subscription Restrictions
- Button 2 Title
- Button 2 URL
- Button 2 Open in app
- Button 2 Restriction Type
- Button 2 Subscription Restrictions
- Button 3 Title
- Button 3 URL
- Button 3 Open in app
- Button 3 Restriction Type
- Button 3 Subscription Restrictions
Action
Write
- Group
  Required
- User
  Required
Action
Write
- Group
  Required
- Author
  Required
- Text content
  Required
Action
Write
- User
  Required
- Badge
  Required
Action
Write
- User
  Required
- Subscription name
  Required
- Expires at
  Required
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- 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 Disciple

Disciple empowers brands and creators to build independent communities of true value. We encourage hosts to build their communities on a platform that champions members and their own values and mission.

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