Guild + Salesforce

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

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- 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
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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
- GroupRequired
- Event NameRequired
- LocationRequired
- Time zoneRequired
- DescriptionRequired
- Links
- Starts atRequired
- Ends atRequired
- Send email to usersRequired
Action
Write
- User To RemoveRequired
Action
Write
- GroupRequired
- User To InviteRequired
- Custom message
- Recipient first nameRequired
- Recipient last nameRequired
Action
Write
- User To InviteRequired
- Invitation message
- Recipient first nameRequired
- Recipient last nameRequired
Action
Write
- Filter by group
- Filter by name
- Upcoming only
Action
Search
- User To FindRequired
- Group
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- 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
Try It
New Member Joins Group
Triggers when a new member joins your group.
Trigger
Instant
Try It
Group Message Posted
Triggers when a group message is posted.
Trigger
Instant
Try It
- Statistic typeRequired
Trigger
Instant
Try It
- Event to DeleteRequired
- GroupRequired
Action
Write
- User To RemoveRequired
- GroupRequired
Action
Write
- GroupRequired
- Thread NameRequired
- MessageRequired
- Send email to usersRequired
Action
Write
- Statistic typeRequired
- Date startRequired
- Date end
Action
Search
- User To FindRequired
Action
Search

About Guild

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

Related categories

Communication

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Guild + Salesforce

Invite new contacts in Salesforce to your Guild community

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Group Host

Member Leaves Group

Member Receives First Applaud

Add Event to Group

Remove User From All Groups

Invite User to a Single Group

Invite User to All Groups on Account

Get Event List

Check if User in Group

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Account Admin

New Member Joins Group

Group Message Posted

Monthly Account Statistics

Remove Event From Group

Remove User From a Single Group

Post a Group Message From the Group Host

Get Account Statistics

Check if User in Account

About Guild

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces