KonnektiveCRM + Salesforce Integrations

How to connect KonnektiveCRM + Salesforce

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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- Transaction TypeRequired
- Product
Trigger
Scheduled
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- CampaignRequired
- Quality Assurance
  Do you want to send sales to Quality Assurance? **NOTE: If you choose yes, you will have to manually approve the order in QA before the order is processed.
- Phone NumberRequired
  Customer's phone number (may contain numeric digits and hyphens). NOTE: If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- Email AddressRequired
  If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- First NameRequired
- Last NameRequired
- Street AddressRequired
  Line 1 of customer billing address, should include street address and number.
- Street Address 2
  Line 2 of customer billing address (apt. number, suite number, etc).
- CityRequired
- CountryRequired
  Select a country from the list of countries in your chosen campaign.
- StateRequired
- Zip CodeRequired
- Shipping InformationRequired
  Is the billing address and the shipping address the same?
- Product IdRequired
- Product Quantity
- Product Price
  If set this will override the default price as setup in Konnektive CRM.
- Product Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Ship First Name
- Ship Last Name
- Ship Street Address
  Line 1 of customer shipping address, should include street address and number.
- Ship Street Address 2
  Line 2 of customer shipping address (apt. number, suite number, etc).
- Ship City
- Ship Country
  Select a country from the list of countries in your chosen campaign.
- Ship State
  Customer's shipping state should be abbreviated state code (varies from country to country).
- Ship Zip Code
Action
Write
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
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- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search

- Campaign
- Order Type
- Upsell
- Campaign Product Id
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressRequired
  If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- Phone NumberRequired
- First NameRequired
- Last NameRequired
- Street AddressRequired
- Address 2
  Line 2 of customer billing address (apt. number, suite number, etc).
- CityRequired
- CountryRequired
  Select a country from the list of countries in your chosen campaign.
- StateRequired
- Zip CodeRequired
- Ship First Name
- Ship Last Name
- Ship Street Address
- Ship Address 2
- Ship City
- Ship Country
  Select a country from the list of countries in your chosen campaign.
- Ship State
  Customer's shipping state, abbreviated state code (varies from country to country).
- Ship Zip Code
Action
Write
- CampaignRequired
- Session Id
- Quality Assurance
  Do you want to send sales to Quality Assurance? **NOTE: If you choose yes, you will have to manually approve the order in QA before the order is processed.
- Phone NumberRequired
  Customer's phone number (may contain numeric digits and hyphens). NOTE: If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- Email AddressRequired
  If a customer exists with the given email or mobile number, their details will be updated. Otherwise a new customer will be created.
- First NameRequired
- Last NameRequired
- Street AddressRequired
  Line 1 of customer billing address, should include street address and number.
- Street Address 2
  Line 2 of customer billing address (apt. number, suite number, etc).
- CityRequired
- CountryRequired
  Select a country from the list of countries in your chosen campaign.
- StateRequired
- Zip CodeRequired
- ProductRequired
- Product Quantity
- Product Price
  If set this will override the default price as setup in Konnektive CRM.
- Product Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Product 2
- Product 2 Quantity
- Product 2 Price
  If set this will override the default price as setup in Konnektive CRM.
- Product 2 Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Product 3
- Product 3 Quantity
- Product 3 Price
  If set, this will override the default price as setup in Konnektive CRM.
- Product 3 Ship Price
  If set, this will override the default shipping price as setup in Konnektive CRM.
- Shipping InformationRequired
  Is the billing address and the shipping address the same?
- Ship First Name
- Ship Last Name
- Ship Street Address
  Line 1 of customer shipping address, should include street address and number.
- Ship Street Address 2
  Line 2 of customer shipping address (apt. number, suite number, etc).
- Ship Country
  Select a country from the list of countries in your chosen campaign.
- Ship State
  Customer's shipping state should be abbreviated state code (varies from country to country).
- Ship City
  Customer's shipping city.
- Ship Zip Code
- Custom 1
  Custom value to store along with the order record
- Custom 2
  Custom value to store along with the order record
- Custom 3
  Custom value to store along with the order record
- Custom 4
  Custom value to store along with the order record
- Custom 5
  Custom value to store along with the order record
Action
Write
- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write

How KonnektiveCRM + Salesforce Integrations Work

Step 1: Authenticate KonnektiveCRM and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect KonnektiveCRM + Salesforce

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About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

Related categories

CRM (Customer Relationship Management)

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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KonnektiveCRM + Salesforce Integrations

How to connect KonnektiveCRM + Salesforce

Connect your apps and automate workflows

New Customer

New Transaction

Transaction TypeRequired

Product

Create a Complete Order (With Line Item Support)

CampaignRequired

Quality Assurance

Phone NumberRequired

Email AddressRequired

First NameRequired

Last NameRequired

Street AddressRequired

Street Address 2

CityRequired

CountryRequired

StateRequired

Zip CodeRequired

Shipping InformationRequired

Product IdRequired

Product Quantity

Product Price

Product Ship Price

Ship First Name

Ship Last Name

Ship Street Address

Ship Street Address 2

Ship City

Ship Country

Ship State

Ship Zip Code

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Order

Campaign

Order Type

Upsell

Campaign Product Id

Create Partial Order

CampaignRequired

Email AddressRequired

Phone NumberRequired

First NameRequired

Last NameRequired

Street AddressRequired

Address 2

CityRequired

CountryRequired

StateRequired

Zip CodeRequired

Ship First Name

Ship Last Name

Ship Street Address

Ship Address 2

Ship City