Salesforce

Salesforce Integrations

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Salesforce Integration Details
Premium

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 Contact

Create a new contact.

Add a Contact to a Campaign

Add a contact to a campaign.

Create Custom Object

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

Create Lead

Create a new lead.

Add a Lead to a Campaign

Add a lead to a campaign.

Create Account

Create a new account.

Create Attachment

Create a new attachment (max 25MB).

Create Campaign

Create a new campaign.

Create Case

Create a new case.

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).

Create Document

Create a new document.

Create Event

Create a new event.

Update Lead

Update an existing lead.

Create Note

Create a new note.

Create Opportunity

Create a new opportunity.

Update Opportunity

Update an existing opportunity.

Create Task

Create a new task.

New Contact

Triggers when a new contact is created.

New Custom Object

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

New Lead

Triggers when a new lead is created.

New Opportunity

Triggers when a new opportunity is created.

New Account

Triggers when a new account is created.

New Campaign

Triggers when a new campaign is created.

New Case

Triggers when a new case is created.

Closed Opportunity

Triggers when an opportunity is closed.

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 Event

Triggers when a new event is created.

New Folder

Triggers when a new folder is created.

New Note

Triggers when a new note is created.

New Outbound Message

Triggered when a new Outbound Message is received.

New Task

Triggers when a new task is created.

Updated Opportunity

Triggers when an opportunity is updated.

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 Campaign

Find a Campaign 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 Object by Query

Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.

Find an Event

Find an Event by a field and value you choose.

Find a Folder

Find a Folder by a field and value you choose.

Find a Lead

Find a Lead by a field and value you choose.

Find an Opportunity

Find an Opportunity by a field and value you choose.

Find a Task

Find a Task by a field and value you choose.

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