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Quickly connect Groove to Salesforce with a Zapier template.

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Create new Salesforce cases from new Groove tickets
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Groove + Salesforce

Create new Salesforce cases from new Groove tickets

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Groove + Salesforce

How Zapier works

Zapier makes it easy to integrate Groove with Salesforce - 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 "Agent Invited" from Groove.

Add your action

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

You’re connected!

Zapier seamlessly connects Groove and Salesforce, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Practical ways you can use Groove and Salesforce

Notify marketing of new customer replies.

When a customer replies to a ticket in Groove, Zapier will notify the marketing team via Salesforce by appending the interaction to the lead's activity in Salesforce. This helps the marketing team stay updated on customer activity and refine strategies accordingly.

Marketing & Marketing Ops

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Sync new leads from Groove to Salesforce.

When a new customer is added in Groove, Zapier creates a matching lead in Salesforce. This ensures your sales team always has an updated database, helping prioritize outreach and improving response time for potential opportunities.

Sales Ops

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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.

Agent Invited
Triggers when an agent is created.
Trigger
Instant
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- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
Trigger
Instant
Try It
Note Added
Triggers when a note is added to a ticket.
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It

- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
Try It

- Ticket Number
  Required
- Message
  Required
Action
Write
- Ticket Number
  Required
Action
Write
- Ticket Number
  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 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Message
  Required
Action
Write
- 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

Agent Replied
Triggers when an agent replies to a ticket.
Trigger
Instant
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Customer Replied
Triggers when a customer replies to a ticket.
Trigger
Instant
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- Assignee
- Assigned Group
- Priority
- Mailbox
Trigger
Instant
Try It
Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
Try It
- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
Try It
- Ticket Number
  Required
- Assignee
Action
Write
- Message
  Required
- From
  Required
- To
  Required
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket Number
  Required
- State
Action
Write
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
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- 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
- Message
  Required
- 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
- 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

Learn how to automate Salesforce on the Zapier blog

About Groove

The simple helpdesk for SaaS and eCommerce businesses.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

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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

Connect Groove and Salesforce 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 new Salesforce cases from new Groove tickets

Create new Salesforce cases from new Groove tickets

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

Practical ways you can use Groove and Salesforce

Notify marketing of new customer replies.

Sync new leads from Groove to Salesforce.

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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