Integrate SafetyCulture with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from SafetyCulture

A trigger is an event that starts your Zap and runs the workflow. For example, with SafetyCulture, a trigger could be "Action Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SafetyCulture to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect SafetyCulture to Salesforce with a Zapier template.

Our most popular template

Create new Salesforce records from completed SafetyCulture inspections
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SafetyCulture + Salesforce

Create new Salesforce records from completed SafetyCulture inspections

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SafetyCulture + Salesforce

Make work flow with AI

Level up your SafetyCulture to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about SafetyCulture + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SafetyCulture and Salesforce

How do I set up the integration between SafetyCulture and Salesforce?

To set up the integration, navigate to the Integrations section in your SafetyCulture account settings. Here, you'll find options to connect with Salesforce. Follow the prompts to authorize access and configure your desired connection settings. You can specify triggers, such as SafetyCulture inspection completion, and actions, like creating a new Salesforce task.

What triggers are available when connecting SafetyCulture with Salesforce?

You can use various triggers such as when an inspection is completed in SafetyCulture or when a new issue is identified. These triggers initiate actions in Salesforce, like updating a case or sending notifications.

Can I customize what happens in Salesforce after an inspection is completed in SafetyCulture?

Yes, you have the flexibility to customize actions taken in Salesforce after an inspection is completed in SafetyCulture. You may choose to create a new task, update existing records, or log information under related objects based on your business needs.

Do I need any technical skills to integrate SafetyCulture with Salesforce?

No technical skills are required for the integration itself. Our platform provides a user-friendly interface where you can easily select triggers from SafetyCulture and decide on corresponding actions in Salesforce through straightforward configuration steps.

Is it possible to automate alerts and task creation within Salesforce via this integration?

Absolutely, automation is one of the core features of our integration. You can configure automatic alerts for team members and create tasks within Salesforce when specific events occur in SafetyCulture.

How frequently does data sync between SafetyCulture and Salesforce occur?

Data synchronization occurs almost instantaneously as part of our real-time processing capabilities. When a trigger event happens in SafetyCulture, corresponding actions are executed immediately within Salesforce.

What kind of support do you offer if I encounter issues during setup?

We offer comprehensive support through guides available on our website and direct customer service assistance via email or chat for addressing any issues encountered during the setup process.

Connect SafetyCulture and Salesforce to integrate crucial parts of your business

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Connect SafetyCulture and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Action Created
Triggers when an action is created.
Trigger
Scheduled
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Any Inspection Completed
Triggers when any inspection is completed.
Trigger
Scheduled
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- Template Name
  Required
Trigger
Scheduled
Try It
- Inspection ID
  Required
- Export Task ID
  Required
Action
Write
- Inspection ID
  Required
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
Action
Write

- Inspection ID
  Required
- Document Type
  Required
- Report layout
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Any Inspection Completed (Advanced)
Triggers when any inspection is completed. Advanced provides additional fields.
Trigger
Scheduled
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- Template Name
  Required
Trigger
Scheduled
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- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
Action
Write
- Template Name
  Required
Action
Write
- Email address
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate SafetyCulture on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About SafetyCulture

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.

Learn more

Related categories

Product Management

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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Integrate SafetyCulture with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.