Overloop + Salesforce

Overloop + Salesforce integrations

Add new Overloop prospects to Salesforce as leads

Having all your prospects on your CRM means you always know who your potential customers are. Set up this integration to have Zapier take care of that for you. It will then react to every new prospect created in your Overloop account, automatically logging their details on Salesforce as a lead.

When this happens...
Prospect CreatedTriggers when a new prospect is created.
TriggerPolling
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Overloop and Salesforce

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

Deal Created
Triggers when a new deal is created.
Trigger
Polling
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Deal Won
Triggers when a new deal is won.
Trigger
Polling
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Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Polling
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User Created
Triggers when a new user is created.
Trigger
Polling
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Organization Created
Triggers when a new organization is created.
Trigger
Polling
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Polling
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- Title
- Value
- Expected_close_date
- Owner
- Pipeline
  Required
- Prospect
- Organization
Action
Write
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Organization
  Required
- Workflow
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- ID
  Required
Action
Write
- First_name
  Required
- Last_name
  Required
- Company
- Domain
Action
Write
- Id
  Required
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…
  Required
Action
Search
- Expression to search
  Required
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

Deal Lost
Triggers when a new deal is lost.
Trigger
Polling
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Polling
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List Created
Triggers when a new list is created.
Trigger
Polling
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Stage Created
Triggers when a new stage is created.
Trigger
Polling
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Workflow Created
Triggers when a new worklow is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Prospect
  Required
- Campaign
  Required
Action
Write
- Name
  Required
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Deal
  Required
- Workflow
  Required
Action
Write
- Prospect
  Required
- Workflow
  Required
Action
Write
- ID
  Required
Action
Write
- Id
  Required
- Pipeline
  Required
Action
Write
- Id
  Required
- Title
- Value
- Expected_close_date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or email
  Required
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Name
  Required
Action
Search
- Expression to search…
  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

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

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Related categories

CRM (Customer Relationship Management)

Similar apps

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

About Salesforce

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

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