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Create or update EveryAction people from new Salesforce records
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Salesforce + EveryAction

Create or update EveryAction people from new Salesforce records

Details

Try it

Salesforce + EveryAction

How Zapier works

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

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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 Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Add Activist Codes" in EveryAction.

You’re connected!

Zapier seamlessly connects Salesforce and EveryAction, automating your workflow.

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Customers who say using Zapier has made them better at their job

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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

Make work flow with AI

Level up your Salesforce to EveryAction integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Salesforce + EveryAction integrations

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

How do I integrate Salesforce with EveryAction?

To integrate Salesforce with EveryAction, you'll need to set up an automation that connects the two platforms through our service. Start by selecting Salesforce as your trigger app and EveryAction as your action app in the workflow setup. Follow the guided steps to authorize both accounts and configure the specific triggers and actions that suit your needs.

What triggers and actions are available for Salesforce in this integration?

For Salesforce, you can trigger workflows on events like new lead creation, updates to existing records, or changes in opportunity status. These triggers can then initiate corresponding actions within EveryAction, such as creating a new contact or updating an existing record.

Can I update a contact in EveryAction whenever a lead is added in Salesforce?

Yes, you can set up a workflow where adding a lead in Salesforce automatically triggers an update or creation of a contact in EveryAction. You'll configure the trigger for 'New Lead' in Salesforce and map it to the 'Create/Update Contact' action in EveryAction.

Is it possible to sync data bidirectionally between Salesforce and EveryAction?

Currently, our integration supports unidirectional data flow per automation setup. You can create separate workflows to handle syncing from Salesforce to EveryAction and vice versa by configuring suitable triggers and actions for each direction.

How do I handle error notifications during the integration process?

Our platform will notify you of any errors encountered during the integration process through email alerts. You'll receive detailed information about what went wrong so you can troubleshoot specific issues related to triggers or actions.

Does this integration support custom fields from Salesforce?

Yes, custom fields from Salesforce can be mapped to corresponding fields in EveryAction during the setup process. Be sure to select them when configuring your triggers and actions so that all relevant data is transferred accurately

What happens if a field doesn't match between Salesforce and EveryAction during syncing?

If there's a mismatch between fields while syncing data from Salesforce to EveryAction, our system will attempt to map any recognizable fields first. You'll be notified of any unmapped fields so you can manually adjust your configuration settings if necessary.

Connect Salesforce and EveryAction 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.

Integration categories

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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

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 Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  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
  Required
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
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  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
- VANID
- External ID Type
- External ID
- Activist Codes
  Required
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- Note
  Required
- Note Category
  Required
Action
Write
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Note Title
  Required
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
  Required
- Email Interests
- Note
  Required
- Note Category
  Required
Action
Write
- Batch Number
  Required
- Batch Name
- DesignationId
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- Email
- Email Type
- Subscription Status
- Activist Codes
  Required
Action
Write
- MinMatchReqCopy
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Note Title
  Required
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
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
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
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
- VANID
- External ID Type
- External ID
- Activist Codes
  Required
Action
Write
- VANID
- External ID Type
- External ID
- Tag
  Required
Action
Write
- VANID
- External ID Type
- External ID
- DesignationId
- Date Received
  Required
- Amount
  Required
- Tag
  Required
- Payment Method
  Required
- Status
  Required
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- VANID
- External ID Type
- External ID
- Survey Questions
Action
Write
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Note Title
  Required
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
  Required
- Email Interests
- Note
  Required
- Note Category
  Required
- ContributionCopy
- Designation
  Required
- Date Received
  Required
- Amount
  Required
- Source Code
- Payment Method
  Required
- Status
  Required
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- Online Actions Form
  Required
Action
Write
- Search Keyword
  Required
Action
Search
- Search Keyword
  Required
- Batch Number
  Required
- Batch Name
- DesignationId
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

HelpHelp

Related categories

Contact Management

Connect Salesforce and EveryAction to unlock the power of automation

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

Set up your first integration

Create or update EveryAction people from new Salesforce records

Create or update EveryAction people from new Salesforce records

How Zapier works

Choose a trigger

Add your action

You’re connected!

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

Make work flow with AI

Frequently Asked Questions about Salesforce + EveryAction integrations

Connect Salesforce and EveryAction 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

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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