OfficeRnD + Salesforce

OfficeRnD + Salesforce integrations

Add new Salesforce contacts to OfficeRnD as members

Get more members into your space by optimize your onboarding processes. One way to provide a better onboarding experience is to connect different apps you are using as contact databases. Use this Zap to automatically add new contacts from Salesforce to OfficeRnD to ensure that you'll have all necessary info in place once a prospect confirms they want to become a member of your co-working space.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create MemberTriggers when a new member is added or when a member's status is changed.
ActionWrite

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More things you can do with Salesforce and OfficeRnD

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

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
- Organization
  Required
- Location
- Resource
Trigger
Polling
Try It
- Organization
  Required
- Location
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Send Notification
- Resource
  Required
- Start
  Required
- End
  Required
- Title
- Description
- Company
- Member
Action
Write
- Organization
  Required
- Location
  Required
- Member
- Company
- Product
- Name
- Quantity
  Required
- Price
- Date
Action
Write
- Organization
  Required
- Plan
  Required
- Name
  Required
- Price
  Required
- Start Date
  Required
- End Date
- Location
  Required
- Company
- Member
Action
Write
- Organization
  Required
- Type
  Required
- Title
  Required
- URL
- Description
- Image URL
- Location
  Required
- Member
Action
Write
- Organization
  Required
- Booking ID
  Required
- Send Notification
- Edit Mode
Action
Write
- Organization
  Required
- Find By
  Required
- Find Occurrence
Action
Search
- Organization
  Required
- Find By
  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
- Organization
  Required
- Location
- Visitor Flow
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Title
  Required
- Description
- Start Time
  Required
- End time
  Required
- Location
  Required
- Where
- URL
- Image URL
- Company
- Member
Action
Write
- Organization
  Required
- Location
  Required
- Name
  Required
- Company Name
- Email
- Phone
- Bio
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- Organization
  Required
- Location
  Required
- Opportunity Name
- Status
- Deal Size
- Member Name
  Required
- Member Email
- Member phone
- Company Name
Action
Write
- Organization
  Required
- Location
  Required
- Name
  Required
- Email
- Url
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- Organization
  Required
- Location
  Required
- Visitor Name
  Required
- Visitor Flow
  Required
- Start Time
  Required
- End Time
  Required
- Visitor Company
- Visitor Email
- Visitor Phone
- Host
Action
Write
- Organization
  Required
- Find By
  Required
Action
Search
- Organization
  Required
- Find By
  Required
Action
Search

About OfficeRnD

OfficeRnD is a workspace management platform helping Coworking Spaces and Business Centers automate operations and improve members experience. The platform acts like a central hub that connects to and manages all systems already in place, saving space operators time and allowing them to focus only on the highest leverage activities.

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About Salesforce

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