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Salesforce Essentials Integrations

CRM (Customer Relationship Management)

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Integrate Google Sheets with Salesforce EssentialsIntegrate Google Sheets with Salesforce Essentials

Google Sheets

Google, Spreadsheets
Integrate QuickBooks Online with Salesforce EssentialsIntegrate QuickBooks Online with Salesforce Essentials

QuickBooks Online

Accounting
Integrate Webhooks by Zapier with Salesforce EssentialsIntegrate Webhooks by Zapier with Salesforce Essentials

Webhooks by Zapier

Developer Tools, Zapier
Integrate Mailchimp with Salesforce EssentialsIntegrate Mailchimp with Salesforce Essentials

Mailchimp

Email Newsletters
Integrate Gmail with Salesforce EssentialsIntegrate Gmail with Salesforce Essentials

Gmail

Email, Google
Integrate Wix Automations with Salesforce EssentialsIntegrate Wix Automations with Salesforce Essentials

Wix Automations

CRM (Customer Relationship Management)
Integrate Facebook Lead Ads with Salesforce EssentialsIntegrate Facebook Lead Ads with Salesforce Essentials

Facebook Lead Ads

Ads & Conversion
Integrate Slack with Salesforce EssentialsIntegrate Slack with Salesforce Essentials

Slack

Team Chat
Integrate Salesforce with Salesforce EssentialsIntegrate Salesforce with Salesforce Essentials

Salesforce

CRM (Customer Relationship Management)
Integrate Google Sheets with Salesforce EssentialsIntegrate Google Sheets with Salesforce Essentials

Google Sheets

Google, Spreadsheets
Integrate QuickBooks Online with Salesforce EssentialsIntegrate QuickBooks Online with Salesforce Essentials

QuickBooks Online

Accounting
Integrate Webhooks by Zapier with Salesforce EssentialsIntegrate Webhooks by Zapier with Salesforce Essentials

Webhooks by Zapier

Developer Tools, Zapier
Integrate Mailchimp with Salesforce EssentialsIntegrate Mailchimp with Salesforce Essentials

Mailchimp

Email Newsletters
Integrate Gmail with Salesforce EssentialsIntegrate Gmail with Salesforce Essentials

Gmail

Email, Google
Integrate Wix Automations with Salesforce EssentialsIntegrate Wix Automations with Salesforce Essentials

Wix Automations

CRM (Customer Relationship Management)
Integrate Google Sheets with Salesforce EssentialsIntegrate Google Sheets with Salesforce Essentials

Google Sheets

Google, Spreadsheets
Integrate QuickBooks Online with Salesforce EssentialsIntegrate QuickBooks Online with Salesforce Essentials

QuickBooks Online

Accounting
Integrate Webhooks by Zapier with Salesforce EssentialsIntegrate Webhooks by Zapier with Salesforce Essentials

Webhooks by Zapier

Developer Tools, Zapier
Integrate Mailchimp with Salesforce EssentialsIntegrate Mailchimp with Salesforce Essentials

Mailchimp

Email Newsletters
Integrate Gmail with Salesforce EssentialsIntegrate Gmail with Salesforce Essentials

Gmail

Email, Google
Integrate Wix Automations with Salesforce EssentialsIntegrate Wix Automations with Salesforce Essentials

Wix Automations

CRM (Customer Relationship Management)
Integrate Facebook Lead Ads with Salesforce EssentialsIntegrate Facebook Lead Ads with Salesforce Essentials

Facebook Lead Ads

Ads & Conversion
Integrate Slack with Salesforce EssentialsIntegrate Slack with Salesforce Essentials

Slack

Team Chat
Integrate Salesforce with Salesforce EssentialsIntegrate Salesforce with Salesforce Essentials

Salesforce

CRM (Customer Relationship Management)

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Quickly automate Salesforce Essentials integrations with Zapier's templates

  • Add leads to Salesforce Essentials from new submissions in Gravity Forms

    Details
    • Gravity Forms logo
    • Salesforce Essentials logo
    Gravity Forms + Salesforce Essentials
  • Create offline conversion events to Facebook with new leads in Salesforce Essentials

    • Salesforce Essentials logo
    • Facebook Offline Conversions logo
    Salesforce Essentials + Facebook Offline Conversions
  • Add new leads in Facebook Lead Ads to Salesforce Essentials

    Premium
    Details
    • Facebook Lead Ads logo
    • Salesforce Essentials logo
    Facebook Lead Ads + Salesforce Essentials
  • Add new form submissions in Unbounce as leads in Salesforce Essentials

    • Unbounce logo
    • Salesforce Essentials logo
    Unbounce + Salesforce Essentials
  • Add contacts in Salesforce Essentials with new Typeform form entries

    • Typeform logo
    • Salesforce Essentials logo
    Typeform + Salesforce Essentials
  • Send notifications in Slack with new opportunities in Salesforce Essentials

    • Salesforce Essentials logo
    • Slack logo
    Salesforce Essentials + Slack
  • Add leads to Salesforce Essentials with new Squarespace form submissions

    • Squarespace logo
    • Salesforce Essentials logo
    Squarespace + Salesforce Essentials
  • Add new events in Salesforce Essentials to Google Calendar

    • Salesforce Essentials logo
    • Google Calendar logo
    Salesforce Essentials + Google Calendar

Add leads to Salesforce Essentials from new submissions in Gravity Forms

Try it
  • Gravity Forms logo
  • Salesforce Essentials logo
Gravity Forms + Salesforce Essentials

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

  • Salesforce Essentials logo
  • Facebook Offline Conversions logo
Salesforce Essentials + Facebook Offline Conversions

Add new leads in Facebook Lead Ads to Salesforce Essentials

Premium
Details
  • Facebook Lead Ads logo
  • Salesforce Essentials logo
Facebook Lead Ads + Salesforce Essentials

Add new form submissions in Unbounce as leads in Salesforce Essentials

  • Unbounce logo
  • Salesforce Essentials logo
Unbounce + Salesforce Essentials

Add contacts in Salesforce Essentials with new Typeform form entries

  • Typeform logo
  • Salesforce Essentials logo
Typeform + Salesforce Essentials

Send notifications in Slack with new opportunities in Salesforce Essentials

  • Salesforce Essentials logo
  • Slack logo
Salesforce Essentials + Slack

Add leads to Salesforce Essentials with new Squarespace form submissions

  • Squarespace logo
  • Salesforce Essentials logo
Squarespace + Salesforce Essentials

Add new events in Salesforce Essentials to Google Calendar

  • Salesforce Essentials logo
  • Google Calendar logo
Salesforce Essentials + Google Calendar

Supported triggers and actions

What does this mean?
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for changes on.

    Trigger
    Scheduled
    Try It
    • CampaignRequired

      Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • ContactRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

      Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    • Description

    • Is Private

      Defaults to false if left blank.

    Action
    Write
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • CampaignRequired

      Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • LeadRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write
    • Salesforce ObjectRequired

      Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

    Action
    Write
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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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