Guild + Salesforce

Guild + Salesforce integrations

Invite new contacts in Salesforce to your Guild community

When a new record or contact is added to your Salesforce CRM, use this Zap to make sure they're automatically invited to your Guild community. This helps you make sure your Guild community is always up to date with your CRM and your community membership stays fresh.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Invite User to a Single GroupSend an email invitation to a user to join one of your groups.
ActionWrite

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More things you can do with Salesforce and Guild

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

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- 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
New Account Admin
Triggers when a new Account Admin is added.
Trigger
Instant
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New Member Joins Group
Triggers when a new member joins your group.
Trigger
Instant
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Group Message Posted
Triggers when a group message is posted.
Trigger
Instant
Try It
- Statistic type
  Required
Trigger
Instant
Try It
- Event to Delete
  Required
- Group
  Required
Action
Write
- User To Remove
  Required
- Group
  Required
Action
Write
- Group
  Required
- Thread Name
  Required
- Message
  Required
- Send email to users
  Required
Action
Write
- Statistic type
  Required
- Date start
  Required
- Date end
Action
Search
- User To Find
  Required
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 Group Host
Triggers when a new Group Host is assigned.
Trigger
Instant
Try It
Member Leaves Group
Triggers when a member leaves your group.
Trigger
Instant
Try It
Member Receives First Applaud
Triggers when a member gets their first applaud.
Trigger
Instant
Try It
- Group
  Required
- Event Name
  Required
- Location
  Required
- Time zone
  Required
- Description
  Required
- Links
- Starts at
  Required
- Ends at
  Required
- Send email to users
  Required
Action
Write
- User To Remove
  Required
Action
Write
- Group
  Required
- User To Invite
  Required
- Custom message
- Recipient first name
  Required
- Recipient last name
  Required
Action
Write
- User To Invite
  Required
- Invitation message
- Recipient first name
  Required
- Recipient last name
  Required
Action
Write
- Filter by group
- Filter by name
- Upcoming only
Action
Search
- User To Find
  Required
- Group
Action
Search

About Guild

Guild is a platform purpose-built for professional groups, networks and communities to connect, communicate and collaborate.

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Related categories

Communication

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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