Leadferno + Salesforce

Leadferno + Salesforce integrations

Find and update Salesforce records for new Leadferno leads

Salesforce is an excellent place to handle data about leads. This Zapier template will save you time and energy by keeping contact records up-to-date with leads in Leadferno. Every time a new lead is created in Leadferno, the corresponding contact record in Salesforce will be updated with the conversation.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this...
Find RecordFinds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Leadferno and Salesforce

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

- Customer
  Required
- Profile
  Required
Trigger
Instant
Try It
- Customer
  Required
- Profile
  Required
Trigger
Instant
Try It
- Customer
  Required
- Profile
  Required
Trigger
Instant
Try It
- Cellphone
  Required
- Customer
  Required
- Profile
  Required
- Email
- First name
- Last name
- Cellphone region
Action
Write
- Contact
  Required
- Cellphone
- Customer
- Profile
- Email
- First name
- Last name
- Cellphone region
Action
Write

- Customer
  Required
- Profile
  Required
- Cellphone
  Required
- Email Address
- First name
- Last name
- Cellphone region
Action
Search or 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
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

- Customer
  Required
- Profile
  Required
Trigger
Instant
Try It
- Customer
  Required
- Profile
  Required
Trigger
Instant
Try It
- Customer
  Required
- Profile
  Required
- Status
  Required
Trigger
Instant
Try It
- Customer
  Required
- Profile
  Required
- Contact
  Required
- Message
  Required
- Message Type
- Scheduled Send Time
Action
Write
- Customer
  Required
- Profile
  Required
- Cellphone
- Email Address
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- 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

About Leadferno

Text with customers right from your website using a powerful messaging inbox – so your team can increase conversions, close leads faster and delight your customers.

HelpHelp

Related categories

Communication

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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

Related Zap Templates

Add new Leadferno leads to Salesforce campaigns

Create Salesforce records for new Leadferno contacts