Salesforce

Salesforce Integrations

  • 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

    1. A new lead submits their information through Facebook Lead Ads
    2. 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

    1. Someone fills out your Gravity Forms form
    2. 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

    1. A new Salesforce opportunity is created.
    2. 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

    1. A new lead is created in Salesforce
    2. 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

    1. A new Typeform form entry is submitted.
    2. Zapier adds the data submitted to Salesforce as a lead.

    What You Need

    • Typeform account
    • Salesforce account
  • Create New Salesforce Contacts from Typeform Forms

    Typeform forms give you a beautiful way to collect information, and Salesforce is the place you're already storing your business contacts. Put them together with this integration that'll automatically add new Salesforce contacts anytime your Typeform form is filled out.

    How it Works

    Zapier will watch your Typeform form for new entries. Whenever someone fills out your form, Zapier will copy the contact info you select, and create a new Salesforce contact from that info.

    What you Need

    1. A Typeform account with an active form
    2. A Salesforce account

    Got that? Then let's get started.

  • Save Salesforce Events to Google Calendar

    Ever wanted your Salesforce events on Google Calendar. This Salesforce Google Calendar integration has you covered. Any new Salesforce events will automatically be added to your Google Calendar.

    Note: Only works for new Salesforce events. Make sure to set your timezone in Salesforce, Zapier and Google Calendar.

    How It Works

    1. A new event is added to Salesforce
    2. Zapier automatically adds that event to Google Calendar

    What You Need

    • Salesforce account
    • Google Calendar account
  • Add new Gravity forms entries as custom objects in Salesforce

    Integrate your web forms with Salesforce using this Zapier automation. When a submission is made on Gravity Forms, a custom object will be created in Salesforce. Get your tools to work together to save yourself time!

    How It Works

    1. An entry is made on Gravity Forms
    2. Zapier creates a custom object in Salesforce

    What You Need

    • Gravity Forms account
    • Salesforce account
  • Add new LinkedIn Lead Gen Forms leads to Salesforce

    The sooner you log new lead info into your system, the better. This integration run that process in the background for you: It will react whenever a new lead submits their details to one of your Lead Gen forms on LinkedIn, adding their information to Salesforce so your sales team can begin developing the relationship immediately.

    How this LinkedIn Lead Gen Forms-Salesforce integration works

    1. A new lead completes one of your LinkedIn Lead Gen Forms
    2. Zapier adds them as a lead on Salesforce also

    Apps involved

    • LinkedIn
    • Salesforce
  • Create Salesforce tasks from new Acuity Scheduling appointments

    Are your client meetings part of a Salesforce workflow? With Zapier you can automatically create Salesforce tasks from new appointment data when appointments are made.

    Once you set up this Acuity Scheduling Salesforce integration, new appointments from that point forward are automatically added to your Salesforce account as new tasks.

    How It Works

    1. A new Acuity Scheduling appointment is created.
    2. Zapier adds the appointment data to Salesforce as a new deal

    What You Need

    • An Acuity Scheduling account
    • A Salesforce account
  • Create Salesforce Leads from any Gmail Email

    Job distribution platform ZipRecruiter takes email coming from Gmail and instantly turns them into Salesforce leads with the help of Zapier. With just a few minutes of setup time, they no longer have to go through the manual and tedious process of taking incoming emails and creating new leads in Salesforce by hand.

    "The Zap resulted in ME NOT having to manually assign email leads and NOT having to hire a Salesforce consultant to create and test an email service."

    -Kevin Gaither, ZipRecruiter

    How it works

    1. You receive an incoming email into your Gmail account.
    2. Zapier will instantly create a brand new lead in your Salesforce account.

    What You Need

    1. A Gmail email address
    2. A Salesforce account
  • Create custom Salesforce objects from new rows on Google Sheets

    Don't slow your processes down with manual export drudge-work; let us handle the whole thing with this Google Sheets-Salesforce integration. After it's been set up, any new row you add on Google Sheets will also be sent to Salesforce, where a custom object will be created according to your specifications every time.

    How It Works

    1. A new row is added on Google Sheets
    2. Zapier automation creates a custom object on Salesforce

    What You Need

    • Google Sheets account
    • Salesforce account
  • Add new Salesforce events to Google Calendar as detailed events

    Use Zapier to start adding new Salesforce events to Google Calendar as they are created. Once you set up this integration, new Salesforce events created from that point forward are automatically added to your Google Calendar.

    Note: This Zapier integration doesn't create Google Calendar events from existing Salesforce events, only events that are created after you've set it up.

    How It Works

    1. A new Salesforce event is created.
    2. Zapier adds the event to a Google Calendar.

    What You Need

    • Salesforce account
    • Google Calendar account
  • Add new ActiveCampaign contacts to Salesforce as leads

    All your information gets tracked on Salesforce to ensure your success; ActiveCampaign contacts should be no different. Whenever a new one is added, we'll add them as a new lead on Salesforce, ensuring your records and sales processes are never missing any information.

    How this ActiveCampaign-Salesforce integration works

    1. A new contact is added on ActiveCampaign
    2. Zapier automatically adds them as a lead on Salesforce

    Apps involved

    • ActiveCampaign
    • Salesforce
  • Create Salesforce contacts from Shopify customers

    When you make a sale in your ecommerce store, the relationship with that customer is just beginning. Wouldn't it be great if you could go into your CRM and a new contact be waiting for you to take further action on? Look no further, Zapier is here to help.

    How It Works

    1. You have a new customer in Shopify
    2. Zapier creates a new contact in Salesforce

    What You Need

    • Shopify account
    • Salesforce account
  • Copy Salesforce tasks into Asana

    With teams on different apps, you may have gotten used to copying tasks between them as needed. Save that time for mission-critical tasks by having this Salesforce-Asana integration perform those clerical tasks. It will trigger for each new task on Salesforce after everything is set up, automatically creating a new task on Asana from it in response.

    How It Works

    1. A new task is created on Salesforce
    2. Zapier automation adds a task to Asana

    What You Need

    • Salesforce account
    • Asana account
  • Add leads to Salesforce from new rows on Google Sheets

    With all the leads pouring in, you can't afford to waste time sorting through them when you should be chasing them down. Armed with this Google Sheets-Salesforce integration, you'll be able to focus: every new row on Google Sheets will trigger this automation, sending the information to Salesforce so a new lead can be created for you.

    How it Works

    1. A new row is added on Google Sheets
    2. Zapier automatically creates a lead on Salesforce

    What You Need

    • A Google Sheets account
    • A Salesforce account
  • Create Trello cards for new Salesforce tasks

    Is your team using Trello to manage your tasks visually, and Salesforce to manage your CRM contacts? Use this Salesforce to Trello integration to start adding new cards to a Trello board for new tasks as they are added to a Salesforce account. Once this integration has been set up, all new Salesforce tasks created from that point forward will create a Trello card for your team.

    Note: This Zapier integration doesn't create Trello cards for existing tasks in a Salesforce account, only new tasks created after you've set it up.

    How It Works

    1. A new task is added to a Salesforce account
    2. Zapier creates a new card in Trello

    What You Need

    • A Salesforce account
    • A Trello account
  • Add new Salesforce contacts to MailChimp as email list subscribers

    Salesforce is a highly effective CRM-centric database platform driving many successful sales teams. Use Zapier to start adding your contacts as new subscribers on a MailChimp list as they are created. Once you set up this integration, new Salesforce contacts created from that point forward are individually added as a new subscriber on a MailChimp list.

    Note: This Zapier integration doesn't create MailChimp subscribers from existing Salesforce contacts, only contacts that are created after you've set it up.

    How It Works

    1. A new Salesforce contact is created.
    2. Zapier adds the data submitted to a MailChimp list as a subscriber.

    What You Need

    • Salesforce account
    • MailChimp account
  • Create custom objects in Salesforce from new Typeform entries

    Integrate your web forms with Salesforce using this Zapier automation. When a submission is made on Typeform, a custom object will be created in Salesforce. Get your tools to work together to save yourself time!

    How It Works

    1. An entry is made on Typeform
    2. Zapier creates a custom object in Salesforce

    What You Need

    • Typeform account
    • Salesforce account
  • Create Salesforce leads from new MailChimp subscribers

    MailChimp is the most popular email marketing service provider and is great for designing and sending outbound emails to your list subscribers. Sometimes you may want to automatically capture new subscribers to your Salesforce CRM as new leads. Use Zapier to start automatically adding new MailChimp list subscribers to your CRM as they are created. Once you set up this integration, new MailChimp subscribers added to the list from that point forward are individually added to Salesforce as new leads.

    Note: This Zapier integration doesn't create Salesforce leads from MailChimp subscribers that already exist in a list, only subscribers added to that list after you've set it up.

    How It Works

    1. A new subscriber is added to a MailChimp list
    2. Zapier adds that subscriber to Zoho CRM as a new lead

    What You Need

    • A MailChimp account
    • A Salesforce account
  • Add new Salesforce tasks as new events on your Google Calendar

    You should be spending time on execution for those tasks, not scheduling—Zapier's Salesforce-Google Calendar integration can be your personal assistant for that. Once this Zap is active, any new tasks you create on Salesforce will also be sent to Google Calendar, where a new task will be created for each one so you always have visibility into what's coming up.

    How It Works

    1. A new task is created on Salesforce
    2. Zapier automation adds a new detailed event to Google Calendar

    What You Need

    • Salesforce account
    • Google Calendar account
  • Add new Salesforce accounts to QuickBooks Online as customers

    Salesforce is a highly effective customer relationship management system covering aspects of customer interface from sales and marketing to customer service. If QuickBooks Online is your accounting engine, Zapier can automatically start adding new Salesforce accounts to QuickBooks Online as new customers through this Salesforce Quickbooks Online integration.

    Note: This Zapier integration doesn't import existing Salesforce accounts into QuickBooks Online, only new accounts after you've set it up.

    How It Works

    1. A new Salesforce account is created.
    2. Zapier adds that account to QuickBooks Online as a customer.

    What You Need

    • Salesforce account
    • QuickBooks Online account
  • Add new Salesforce contacts to Google Contact as contacts

    Want a simple way to email your Salesforce contacts from Gmail? Zapier can copy your Salesforce contacts to Google Contacts automatically, so you'll have all of your contacts in both places.

    Once this integration has been set up, all new Salesforce contacts from that point forward will be copied to Google Contacts as they are created. You can even set up a default contact group in Google Contacts for this integration, to keep your Salesforce contacts together in one place.

    Note: This Zapier integration will not copy existing Salesforce contacts to your Google Contacts account, only new contacts created after you've set it up.

    How It Works

    1. A new contact is created in Salesforce
    2. Zapier copies the contact to your Google Contacts account

    What You Need

    • A Salesforce account
    • A Google Contacts account
  • Save Stripe charges as Salesforce opportunities

    Keep track of your pending or potential sales on Salesforce with this Stripe integration. After you set up this Stripe Salesforce integration, every time there is a new Stripe charge, a Salesforce opportunity is created. A great way to keep on top of potential upsell opportunities.

    How It Works

    1. A charge happens in Stripe
    2. Zapier creates a new opportunity in Salesforce

    What You Need

    • Stripe account
    • Salesforce account

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Salesforce Integration Details
Premium

Launched on Zapier October 24, 2011

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 Lead") and Actions (like "Create Lead") 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 Lead

Create a new lead.

Add a Lead to a Campaign

Add a lead to a campaign.

Create Custom Object

Create a new custom object (of the type you choose).

Add a Contact to a Campaign

Add a contact to a campaign.

Create Contact

Create a new contact.

Create Case

Create a new case.

Create Account

Create a new account.

Create Task

Create a new task.

Create Campaign

Create a new campaign.

Create Note

Create a new note.

Update Opportunity

Update an existing opportunity.

Create Case Comment

Create a new comment on a case.

Update Contact

Update an existing contact.

Update Custom Object

Update an existing custom object (of the type you choose).

Update Lead

Update an existing lead.

Create Document

Create a new document.

Create Opportunity

Create a new opportunity.

Create Event

Create a new event.

Create Attachment

Create a new attachment (max 25MB).

New Lead

Triggers when a new lead is created.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

New Contact

Triggers when a new contact is created.

New Opportunity

Triggers when a new opportunity is created.

New Case

Triggers when a new case is created.

New Account

Triggers when a new account is created.

New Task

Triggers when a new task is created.

New Campaign

Triggers when a new campaign is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

New Note

Triggers when a new note is created.

Opportunity Stage Change

Triggers when the stage of an opportunity is changed.

New Outbound Message

Triggered when a new Outbound Message is received.

New Folder

Triggers when a new folder is created.

New Event

Triggers when a new event is created.

Find an Account

Find an Account by a field and value you choose.

Find a Custom Object

Find a Custom Object by a field and value you choose.

Find a Case

Find a Case by a field and value you choose.

Find a Contact

Find a Contact by a field and value you choose.

Find a Campaign

Find a Campaign by a field and value you choose.

Find a Lead

Find a Lead by a field and value you choose.

Find a Folder

Find a Folder by a field and value you choose.

Find an Opportunity

Find an Opportunity by a field and value you choose.

Find an Event

Find an Event by a field and value you choose.

Find a Task

Find a Task by a field and value you choose.

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