Salesforce Essentials Integrations

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Integrate QuickBooks Online with Salesforce Essentials

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Stripe with Salesforce Essentials

Stripe

Payment Processing
Integrate Mailchimp with Salesforce Essentials

Mailchimp

Email Newsletters
Integrate Google Sheets with Salesforce Essentials

Google Sheets

Google +1Google, Spreadsheets
Integrate Slack with Salesforce Essentials

Slack

Team Chat
Integrate Gmail with Salesforce Essentials

Gmail

Email +1Email, Google
Integrate WPForms with Salesforce Essentials

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Facebook Lead Ads with Salesforce Essentials

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Wix Automations with Salesforce Essentials

Wix Automations

CRM (Customer Relationship Management)
Integrate Google Forms with Salesforce Essentials

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Salesforce with Salesforce Essentials

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate HubSpot with Salesforce Essentials

HubSpot

Marketing Automation
Integrate Constant Contact with Salesforce Essentials

Constant Contact

Email Newsletters
Integrate Google Calendar with Salesforce Essentials

Google Calendar

Calendar +1Calendar, Google
Integrate Trello with Salesforce Essentials

Trello

Project Management
Integrate Seamless AI with Salesforce Essentials

Seamless AI

Contact Management
Integrate Kajabi with Salesforce Essentials

Kajabi

eCommerce
Integrate LinkedIn with Salesforce Essentials

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Typeform with Salesforce Essentials

Typeform

Forms & Surveys
Integrate Microsoft Outlook with Salesforce Essentials

Microsoft Outlook

Email +1Email, Microsoft
Integrate Xero with Salesforce Essentials

Xero

Accounting +1Accounting, Premium
Integrate Memberful with Salesforce Essentials

Memberful

eCommerce
Integrate Google Drive with Salesforce Essentials

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Facebook Pages with Salesforce Essentials

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Gravity Forms with Salesforce Essentials

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Shopify with Salesforce Essentials

Shopify

eCommerce +1eCommerce, Premium
Integrate Eventbrite with Salesforce Essentials

Eventbrite

Event Management
Integrate Asana with Salesforce Essentials

Asana

Project Management
Integrate Squarespace with Salesforce Essentials

Squarespace

Forms & Surveys
Integrate WooCommerce with Salesforce Essentials

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Sendinblue with Salesforce Essentials

Sendinblue

Email Newsletters
Integrate monday.com with Salesforce Essentials

monday.com

Project Management
Integrate MySQL with Salesforce Essentials

MySQL

Databases +1Databases, Premium
Integrate RingCentral with Salesforce Essentials

RingCentral

Phone & SMS
Integrate Microsoft Office 365 with Salesforce Essentials

Microsoft Office 365

Email +1Email, Microsoft
Integrate Clio with Salesforce Essentials

Clio

CRM (Customer Relationship Management)
Integrate Marketo with Salesforce Essentials

Marketo

Marketing Automation +1Marketing Automation, Premium
Integrate Google Contacts with Salesforce Essentials

Google Contacts

Contact Management +1Contact Management, Google
Integrate SamCart with Salesforce Essentials

SamCart

eCommerce
Integrate Pipedrive with Salesforce Essentials

Pipedrive

CRM (Customer Relationship Management)
Integrate Zoom with Salesforce Essentials

Zoom

Video Conferencing
Integrate ClickUp with Salesforce Essentials

ClickUp

Project Management
Integrate ConvertKit with Salesforce Essentials

ConvertKit

Drip Emails
Integrate PayPal with Salesforce Essentials

PayPal

Payment Processing +1Payment Processing, Premium
Integrate DocuSign with Salesforce Essentials

DocuSign

Signatures
Integrate Smartsheet with Salesforce Essentials

Smartsheet

Spreadsheets
Integrate Facebook Messenger with Salesforce Essentials

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate LiveChat with Salesforce Essentials

LiveChat

Customer Support
Integrate WordPress with Salesforce Essentials

WordPress

Website Builders +1Website Builders, WordPress
Integrate Evernote with Salesforce Essentials

Evernote

Notes
Integrate Unbounce with Salesforce Essentials

Unbounce

Forms & Surveys
Integrate Intercom with Salesforce Essentials

Intercom

Customer Support
Integrate LinkedIn Lead Gen Forms with Salesforce Essentials

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate Thinkific with Salesforce Essentials

Thinkific

Online Courses
Integrate ClickSend SMS with Salesforce Essentials

ClickSend SMS

Phone & SMS
Integrate OneDrive with Salesforce Essentials

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Google Lead Form Extensions with Salesforce Essentials

Google Lead Form Extensions

Ads & Conversion +3Ads & Conversion, Forms & Surveys, Google, Premium
Integrate Facebook Conversions with Salesforce Essentials

Facebook Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate OneNote with Salesforce Essentials

OneNote

Microsoft +1Microsoft, Notes
Integrate Autopilot Journeys with Salesforce Essentials

Autopilot Journeys

Marketing Automation
Integrate Facebook Offline Conversions with Salesforce Essentials

Facebook Offline Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate ThriveCart with Salesforce Essentials

ThriveCart

Beta +1Beta, eCommerce
Integrate AWS Lambda with Salesforce Essentials

AWS Lambda

Amazon +2Amazon, Developer Tools, Premium
Integrate Mad Mimi with Salesforce Essentials

Mad Mimi

Email Newsletters
Integrate Showcase IDX with Salesforce Essentials

Showcase IDX

CRM (Customer Relationship Management)
Integrate Fattura24 with Salesforce Essentials

Fattura24

Accounting
Integrate Google Docs with Salesforce Essentials

Google Docs

Documents +1Documents, Google
Integrate Microsoft Excel with Salesforce Essentials

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Wufoo with Salesforce Essentials

Wufoo

Forms & Surveys
Integrate Formstack with Salesforce Essentials

Formstack

Forms & Surveys
Integrate Formidable Forms with Salesforce Essentials

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate SimpleTexting with Salesforce Essentials

SimpleTexting

Phone & SMS
Integrate Zoho Mail with Salesforce Essentials

Zoho Mail

Email +1Email, Zoho
Integrate Zoho Books with Salesforce Essentials

Zoho Books

Accounting +1Accounting, Zoho
Integrate Mautic with Salesforce Essentials

Mautic

Marketing Automation
Integrate Coassemble with Salesforce Essentials

Coassemble

Online Courses
Integrate Direct Mail with Salesforce Essentials

Direct Mail

Email Newsletters
Integrate Bookly with Salesforce Essentials

Bookly

Beta +1Beta, Scheduling & Booking
Integrate JivoChat with Salesforce Essentials

JivoChat

CRM (Customer Relationship Management)
Integrate Leadinfo with Salesforce Essentials

Leadinfo

Beta +1Beta, Marketing
Integrate Halp with Salesforce Essentials

Halp

Beta +1Beta, Team Collaboration
Integrate Discord with Salesforce Essentials

Discord

Team Chat
Integrate ClickFunnels with Salesforce Essentials

ClickFunnels

Marketing Automation
Integrate Instagram with Salesforce Essentials

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate Google Tasks with Salesforce Essentials

Google Tasks

Google +1Google, Task Management
Integrate Zendesk with Salesforce Essentials

Zendesk

Customer Support +1Customer Support, Premium
Integrate Jira Software Cloud with Salesforce Essentials

Jira Software Cloud

Project Management
Integrate Microsoft To-Do with Salesforce Essentials

Microsoft To-Do

Microsoft +1Microsoft, Task Management
Integrate Toggl with Salesforce Essentials

Toggl

Time Tracking Software
Integrate Square with Salesforce Essentials

Square

Payment Processing
Integrate Google Analytics with Salesforce Essentials

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Ninja Forms with Salesforce Essentials

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Close with Salesforce Essentials

Close

CRM (Customer Relationship Management)

Connect Salesforce Essentials to 3,000+ Apps

  • Gravity Forms logoSalesforce Essentials logo

    Add leads to Salesforce Essentials from new submissions in Gravity Forms

    Gravity Forms + Salesforce Essentials

  • Salesforce Essentials logoFacebook Offline Conversions logo

    Create offline conversion events to Facebook with new leads in Salesforce Essentials

    Salesforce Essentials + Facebook Offline Conversions

  • Facebook Lead Ads logoSalesforce Essentials logo

    Add new leads in Facebook Lead Ads to Salesforce Essentials

    Facebook Lead Ads + Salesforce Essentials

  • Unbounce logoSalesforce Essentials logo

    Add new form submissions in Unbounce as leads in Salesforce Essentials

    Unbounce + Salesforce Essentials

  • Typeform logoSalesforce Essentials logo

    Add contacts in Salesforce Essentials with new Typeform form entries

    Typeform + Salesforce Essentials

  • Salesforce Essentials logoSlack logo

    Send notifications in Slack with new opportunities in Salesforce Essentials

    Salesforce Essentials + Slack

Salesforce Essentials Integration Details

The following Salesforce Essentials Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

  • Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

  • Add Contact to Campaign

    Adds an existing contact to an existing campaign.

  • Add Lead to Campaign

    Adds an existing lead to an existing campaign.

  • Create Attachment

    Creates a new attachment (max 25MB).

Searches

  • Find Record

    Finds a record of a specified Salesforce object by a field and value you choose.

  • Find Record by Query

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

  • Find or Create Record

    Find a record. Optionally create a record if not found.

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