oboloo + Salesforce

oboloo + Salesforce integrations

Create contacts in Salesforce from new suppliers in oboloo

Easily manage your supplier database and streamline contact creation with this Zap. Whenever a new supplier is added in oboloo, this Zap automatically creates a corresponding contact in Salesforce, ensuring your CRM stays up-to-date without any manual effort. Save time, reduce errors, and ensure consistent data across your platforms.

When this happens...
New SupplierTriggers when a new supplier record is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with oboloo and Salesforce

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

New Contract Notification
Triggers when there is a new contract related notification in oboloo.
Trigger
Polling
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New Contract
Triggers when a new contract record is created.
Trigger
Polling
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Saving Record Is Created or Updated in Oboloo
Triggers when a savings record is created or updated in oboloo.
Trigger
Polling
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New Supplier Notification
Triggers when there is a new supplier related notification in oboloo.
Trigger
Polling
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- Contract Title
  Required
- Contract Reference
  Required
- Contract Description
- Contract Type
- Linked Supplier
  Required
- Linked Locations
  Required
- Linked Departments
  Required
- Category
  Required
- Sub Category
- Contract Start Date
  Required
- Contract End Date
- Contract Notice Period Date
- Currency Name (USD, EUR etc)
  Required
- Estimated Contract Value
Action
Write

- oboloo Contract ID
  Required
- Contract Title
- Contract Reference
- Contract Description
- Contract Type
- Linked Locations
  Required
- Linked Departments
  Required
- Category
- Sub Category
- Contract Start Date
- Contract End Date
- Contract Notice Period Date
- Managed By (username)
- Currency Name (USD, EUR etc)
- Currency Rate
- Estimated Contract Value
- Estimated Annual Contract Value
- Original Contract Value
- Original Annual Contract Value
- Purchase Order Number
- Cost Centre
- Termination terms
- Termination Comment
- Extension Options
- Extension Comments
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 Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- 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

Contract Updated
Triggers when a contract is updated in oboloo.
Trigger
Polling
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New Supplier
Triggers when a new supplier record is created.
Trigger
Polling
Try It
New Savings Notification
Triggers when there is a new savings related notification in oboloo.
Trigger
Polling
Try It
Supplier Updated
Triggers when a supplier record is updated.
Trigger
Polling
Try It
- Supplier Name
  Required
- Description
  Required
- Supplier Reference
  Required
- Industry
  Required
- Sub Industry
- Contact Name
  Required
- Email
  Required
- Confirm Email
  Required
- Preferred Or Non Preferred Supplier
- Linked Locations
- Linked Departments
Action
Write
- oboloo Supplier ID
  Required
- Supplier Name
- Description
- Supplier Reference
- Industry
- Sub Industry
- Preferred or Non-Preferred
- Linked Locations
- Linked Departments
- Company Number
- Tax Number
- Supplier Type
- Payment Term
- Shipping Term
- Shipping Method
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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

About oboloo

Oboloo is a procurement tool giving organizations visibility and control over sourcing, contract, supplier, and savings management processes.

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Related categories

IT Operations

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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