Pipeline + Salesforce

Pipeline + Salesforce integrations

Create Pipeline asks from new updates to opportunities in Salesforce

When an opportunity is updated in Salesforce (e.g., marked as closed or won), it's usually the start of a new workflow for you. Instead of starting that process manually, use this Zapier integration to automatically create a Pipeline ask whenever your opportunity enters a new stage. Jumpstart your pipeline workflows without any added clicks or keystrokes.

When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPolling
automatically do this!
Create AskCreates an Ask with you as the submitter
ActionWrite

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More things you can do with Salesforce and Pipeline

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

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
- Flow
  Required
- Status
  Required
- Submitter
- Keywords
Trigger
Polling
Try It
- ID
  Required
- New Step Name
  Required
- New Step Order
  Required
- Instructions
- Assign to Email
- Assign to Team
Action
Write
- ID
  Required
- Bundle
  Required
Action
Write
- ID
  Required
- Email
  Required
Action
Write
- ID
  Required
- Note
  Required
Action
Write
- ID
  Required
- Step ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- ID
  Required
- Bundle
  Required
Action
Write
- ID
  Required
- Step Name(s) to skip
  Required
Action
Write
- ID
  Required
- Field Name
  Required
- Field Value
  Required
Action
Write
- ID
  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
- Flow
  Required
- Status
  Required
- Submitter
- Current Step Owner
- Keywords
Trigger
Polling
Try It
- Bundle
  Required
- Overview
  Required
- Owner Email
- Owner Team
Action
Write
- Step ID
  Required
- File Url
  Required
- File Name
Action
Write
- Ask ID
  Required
- Note
  Required
- Step ID
Action
Write
- ID
  Required
- Note
  Required
Action
Write
- Flow
  Required
- First Name
- Last Name
- Email
- Mobile Phone
- Ask
  Required
- Details
- Additional Fields
Action
Write
- ID
  Required
- Step ID
  Required
- Email
  Required
Action
Write
- To Email
  Required
- To Name
  Required
- Subject Line
  Required
- HTML Email Body
  Required
- Reply To Email
- CC (carbon-copy)
Action
Write
- ID
  Required
- Email
- Ask
  Required
- Flow
- Details
- Additional Fields
- Include Files?
  Required
Action
Write
- Flow
- Status
- Submitter
- Keywords
Action
Search
- ID
  Required
- Keywords
  Required
Action
Search

About Pipeline

Pipeline extends your workflows across teams, departments, and companies.

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Related categories

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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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