Salesforce Integrations
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Add new Facebook Lead Ads leads to Salesforce
In order to be as efficient as possible, your sales team needs to have the latest data at all times. Start your workflow this Facebook Lead Ads-Salesforce integration and you'll never lag behind your form again. Once it's active, Zapier will send every new lead from Facebook to Salesforce automatically, creating a match on your CRM as each comes in.
How It Works
- A new lead submits their information through Facebook Lead Ads
- Zapier automatically adds a new lead to Salesforce
What You Need
- Facebook Lead Ads account
- Salesforce account
Create Salesforce Leads via Gravity Forms
Gravity Forms is one of the best form software builders for WordPress sites. Often times you'll use Gravity Forms as a lead generation tool.
This integration makes it easy to take those leads filling out your Gravity Forms forms and turn them instantly into Salesforce leads.
How It Works
- Someone fills out your Gravity Forms form
- Zapier automatically turns that person into a Salesforce lead
What You Need
- The Gravity Forms plugin
- The Gravity Forms Zapier plugin
- A Salesforce account
Get Slack notifications for new Salesforce opportunities
Want a simple way to let your team know about your new Salesforce opportunities? Use Zapier to start notifying your team via Slack of new Salesforce opportunities as they are created.
With this integration, you choose a Slack channel and format a message with names, email addresses and any other information you'd like to share. Once you set up this integration, new Salesforce opportunities created from that point forward are individually posted to the Slack channel and shared with your team. Or, you can use the Slackbot channel to notify yourself privately of new Salesforce opportunities.
Note: This Zapier integration doesn't create Slack messages from existing Salesforce opportunities, only opportunities that are created after you've set it up.
How It Works
- A new Salesforce opportunity is created.
- Zapier adds the data submitted to a Slack channel as a message.
What You Need
- A Salesforce account
- A Slack account
Create Slack messages for new Salesforce leads
Salesforce is a highly effective CRM-centric database platform driving many successful sales teams. But if your team uses Slack for internal communication, you can use Zapier to automatically create Slack notifications of new leads created in Salesforce. You can even nominate the channel in Slack to use in the integration. Once this integration has been set up all new Salesforce contacts from that point forward will create a Slack notification to your team.
*Note: This Zapier integration will not create Slack messages for existing Salesforce leads in your Salesforce account, only new leads created after you've set it up.
How It Works
- A new lead is created in Salesforce
- Zapier creates a new Slack message with the lead information
What You Need
- A Salesforce account
- A Slack account
Add new Typeform form entries to Salesforce as leads
Typeform helps you create beautiful forms, surveys, contests and more for access across all devices. Use Zapier to start adding new leads to your Salesforce CRM as Typeform form entries are submitted. Take names, email addresses and any other information you'd like to collect and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Typeform form entries submitted from that point forward are individually added to Salesforce as leads.
Note: This Zapier integration doesn't create Salesforce leads from Typeform form entries that have already been submitted, only entries that are submitted after you've set it up.
How It Works
- A new Typeform form entry is submitted.
- Zapier adds the data submitted to Salesforce as a lead.
What You Need
- Typeform account
- Salesforce account
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Salesforce Integration DetailsPremium
Launched on Zapier September 1, 2012
Zapier helps you automatically handle the manual work of keeping your Salesforce list up-to-date, so you can spend time on winning more customers. Use Zapier to automatically create or update leads, contacts, or opportunities from emails, online forms, social media ads, or other apps you use.
Here are some creative ways to use Salesforce and Zapier:
- Add leads to Salesforce from Facebook Lead Ads, LinkedIn Lead Gen forms, or other lead generation apps. Don't let your leads go stale and sit idly in your forms!
- Stay in the loop when there are new opportunities in Salesforce. Use Zapier to set up personalized notifications through Slack, SMS, or emails.
- Create meetings on Zoom or GoToMeeting whenever new contacts are added to Salesforce. You’ll have everything you need to hop on a call and close another deal.
Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Salesforce Triggers, Searches, and Actions are supported by Zapier:
Create a new contact.
Add a contact to a campaign.
Create a new custom object (of the type you choose).
Create a new lead.
Add a lead to a campaign.
Create a new account.
Create a new attachment (max 25MB).
Create a new campaign.
Create a new case.
Create a new comment on a case.
Update an existing contact.
Update an existing custom object (of the type you choose).
Create a new document.
Create a new event.
Update an existing lead.
Create a new note.
Create a new opportunity.
Update an existing opportunity.
Create a new task.
Triggers when a new contact is created.
Triggers when a new custom object (of the type you choose) is created.
Triggers when a new lead is created.
Triggers when a new opportunity is created.
Triggers when a new account is created.
Triggers when a new campaign is created.
Triggers when a new case is created.
Triggers when an opportunity is closed.
Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.
Triggers when a new event is created.
Triggers when a new folder is created.
Triggers when a new note is created.
Triggered when a new Outbound Message is received.
Triggers when a new task is created.
Triggers when an opportunity is updated.
Find an Account by a field and value you choose.
Find a Custom Object by a field and value you choose.
Find a Campaign by a field and value you choose.
Find a Case by a field and value you choose.
Find a Contact by a field and value you choose.
Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.
Find an Event by a field and value you choose.
Find a Folder by a field and value you choose.
Find a Lead by a field and value you choose.
Find an Opportunity by a field and value you choose.
Find a Task by a field and value you choose.
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