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 Salesforce with Facebook Conversions - no code necessary. See how you can get setup in minutes.
100%
Help
Salesforce
Salesforce
1. Choose trigger event
Facebook Conversions
Facebook Conversions
2. Choose action
1. Select the event
Setup
Test
Salesforce
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 "Send Funnel Event" in Facebook Conversions.
You’re connected!
Zapier seamlessly connects Salesforce and Facebook Conversions, 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 Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Send Lead Event
Publish lead events to Conversions API
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Purchase Event
Publish purchase events to Conversions API
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Salesforce and Facebook Conversions with AI agents and code
Beyond Zap workflows. Call Salesforce and Facebook Conversions 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 Salesforce and Facebook Conversions actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Send Funnel Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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
Practical ways you can use Salesforce and Facebook Conversions
Send purchase data to Facebook from Salesforce.
Once a new opportunity is marked as closed in Salesforce, Zapier sends a purchase event to Facebook Conversions API. This allows you to optimize your ad campaigns by incorporating recent purchase data, empowering your decision-making and improving ad performance.
When a dataset is modified in Facebook Conversions, Zapier updates the corresponding records in Salesforce. This eliminates manual data synchronization, ensuring your CRM always reflects the latest information from your Facebook campaigns.
When a new lead is created in Salesforce, Zapier instantly sends the lead event to Facebook Conversions API. This ensures that your Facebook campaigns stay up to date with the latest lead information, resulting in more accurate ad targeting and increased ad ROI.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate Facebook Conversions on the Zapier blog
Make work flow with AI
Level up your Salesforce to Facebook Conversions integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Facebook Conversions integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Facebook Conversions
What triggers are available in Salesforce for Facebook Conversions integration?
We support a variety of triggers in Salesforce for Facebook Conversions, such as new leads, updated opportunities, and newly created custom objects. These triggers help automate actions like sending event data to Facebook when specific criteria are met.
Can I customize the actions taken when an event is triggered?
Absolutely! Our integration allows you to customize actions that occur after a Salesforce trigger. For instance, you can choose to update a record or send event information directly to Facebook depending on your predefined conditions.
Is it possible to filter events before sending them to Facebook Conversions?
Yes, you can set up filters that ensure only certain Salesforce events trigger conversions in Facebook. This helps streamline your data transfer by setting parameters around what kinds of data should be sent based on specific conditions or fields.
How frequently does the integration sync data between Salesforce and Facebook Conversions?
Our system typically syncs data in near real-time between Salesforce and Facebook Conversions. The precise timing can be configured based on your preferences within our platform's settings.
What kind of support do we provide for troubleshooting integration issues?
We provide comprehensive support resources including detailed documentation, community forums, and direct customer support channels to help diagnose and resolve any issues with your integration setup.
Do I need technical skills to integrate Salesforce with Facebook Conversions using our tool?
No advanced technical skill is required. Our platform provides an intuitive interface that guides you through setting up the integration with step-by-step instructions and user-friendly tools designed for ease of use.
Are there any specific limits for data that can be transferred during the integration process?
While our system is robust, it's important to consider any limits set by both Salesforce and Facebook regarding data handling. We advise checking these platforms' specifications or contacting us for detailed guidance on limits applicable during integration.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Facebook Conversions
Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.
