Salesforce Integrations

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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