respond.io + Salesforce
Update Salesforce leads from respond.io
Save time on updating your leads in Salesforce with this integration. If you update a contact in respond.io, they’ll be updated in Salesforce so your data is always up-to-date.
Save time on updating your leads in Salesforce with this integration. If you update a contact in respond.io, they’ll be updated in Salesforce so your data is always up-to-date.
- When this happens...
Contact UpdatedTriggers when any Contact Fields of a Contact are updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update LeadUpdates an existing lead in Salesforce.
ActionWriteCreate a new record or update an existing record in your app.
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Contact Assignee Updated
Triggers when the assignee of a Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggers when a new comment is posted to a conversation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identifier TypeRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Slug
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Assignment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Lifecycle Stage NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Optional
ActionThis is an event a Zap performs.SearchFind existing data in your appOptional
ActionThis is an event a Zap performs.SearchFind existing data in your appIdentifier TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdentifier TypeRequired
Message IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Lifecycle Updated
Triggers when a contact's lifecycle is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when new Contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Type
Source of the Event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Description
Color Code
Emoji
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Contact's First NameRequired
Contact's Last Name
Contact's Preferred Language
Contact's Profile Picture URL
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Contact's First Name
Contact's Last Name
Contact's Preferred Language
Contact's Profile Picture URL
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Channel TypeRequired
Message TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Contact's First Name
Contact's Last Name
Contact's Preferred Language
Contact's Profile Picture URL
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Conversation StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Current NameRequired
Name
Description
Color Code
Emoji
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Optional
ActionThis is an event a Zap performs.SearchFind existing data in your appOptional
ActionThis is an event a Zap performs.SearchFind existing data in your appIdentifier TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About respond.io
Related categories
About Salesforce
Related categories
Related Zap Templates
- Add new Salesforce record updates to respond.io contacts
- Create or update contacts in respond.io when new Salesforce records are created
- Create Salesforce records for new respond.io contacts
- Create new respond.io contacts from updated Salesforce records
- Create Salesforce records from new incoming messages in respond.io