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Ways to Automate Salesforce

Add new Facebook Lead Ads leads to Salesforce

Create Salesforce Leads via Gravity Forms

Get Slack notifications for new Salesforce opportunities

Create Slack messages for new Salesforce leads

Add new Typeform form entries to Salesforce as leads

Create New Salesforce Contacts from Typeform Forms

Save Salesforce Events to Google Calendar

Add new Gravity forms entries as custom objects in Salesforce

Add new LinkedIn Lead Gen Forms leads to Salesforce

Create Salesforce tasks from new Acuity Scheduling appointments

Create Salesforce Leads from any Gmail Email

Create custom Salesforce objects from new rows on Google Sheets

Add new Salesforce events to Google Calendar as detailed events

Add new ActiveCampaign contacts to Salesforce as leads

Create Salesforce contacts from Shopify customers

Copy Salesforce tasks into Asana

Add leads to Salesforce from new rows on Google Sheets

Create Trello cards for new Salesforce tasks

Add new Salesforce contacts to MailChimp as email list subscribers

Create custom objects in Salesforce from new Typeform entries

Create Salesforce leads from new MailChimp subscribers

Add new Salesforce tasks as new events on your Google Calendar

Add new Salesforce accounts to QuickBooks Online as customers

Add new Salesforce contacts to Google Contact as contacts

Save Stripe charges as Salesforce opportunities

Send Unbounce Leads to Salesforce

Add new Google Calendar events to Salesforce as events

Add a new Salesforce lead from a webhook

Save All New Wufoo Entries as Leads in Salesforce

Add new Salesforce leads to a MailChimp list

Create Salesforce leads from Google Forms responses

Add new Salesforce leads to ActiveCampaign or update contacts

Add new WooCommerce orders to Salesforce as leads

Add new Salesforce Leads from FullContact business cards

Pass WooCommerce Orders to Salesforce as new opportunities

Add new Gravity Forms form submissions to Salesforce as contacts

Add Salesforce contacts to ActiveCampaign as subscribers

Add new leads in Salesforce when LiveChat chats end

Create Salesforce Contacts from new FullContact business cards

Add new Email Parser emails to Salesforce as leads

Add new leads on Salesforce for new Webflow form submissions

Keep Your Team on Track by Copying Salesforce Cases Into Trello.

Add Salesforce leads from new Calendly events

Add new Google Contacts contacts to Salesforce as contacts

Add new Shopify orders to Salesforce as leads

Search for or create Salesforce contacts and create new opportunities from PayPal sales

Add Salesforce leads for new Intercom users

Add new SurveyMonkey responses to Salesforce as new custom objects

Create new accounts and contacts in Salesforce from new Facebook Lead Ads

Create custom Salesforce objects from new JotForm submissions

Create Salesforce contacts from Google Forms repsonses

Create leads on Salesforce for new Zillow Tech Connect contacts

Update Salesforce custom objects from new Google Sheets rows

Add new Salesforce contacts to Constant Contact

Create custom Salesforce object for new Eventbrite attendees

Create Salesforce Contacts from New Intercom Users

Add new contacts to Salesforce from your successful PayPal Sales

Create leads in Salesforce from Ninja Forms form submissions

Add new Salesforce Leads from Formidable form entries

Create Salesforce contacts from new Facebook Lead Ads leads

Update Salesforce contacts when MailChimp subscribers are updated

Add new Salesforce leads to Constant Contact

Add new Eventbrite attendees to Salesforce as leads

Add Salesforce leads from new HubSpot form submissions

Create cases on Salesforce for new emails received on Gmail

Create custom Salesforce objects from new caught webhooks

Find or create new Salesforce customers when Acuity Scheduling appointments are made

Add new Leadformly leads to Salesforce

Add new GoToWebinar registrants to Salesforce as new leads

Add new Wufoo form entries to Salesforce as contacts

Add new Drift conversations to a contact record in Salesforce

Search for or create Salesforce contacts and create new opportunities from WooCommerce sales

Post new Salesforce custom objects to WordPress

Add new Drift leads to Salesforce

Add new Infusionsoft contacts to Salesforce as contacts

Create new JIRA issues from Salesforce cases

Add new Shopify paid orders to Salesforce as new leads

Create Salesforce leads from new or updated Spotio pins

Add leads to Salesforce for new CallRail calls

Create SendinBlue contacts from Salesforce leads

Add new Salesforce leads to MailChimp as email list subscribers

Add new JotForm form entries to Salesforce as leads

Create new Salesforce customers and custom objects when Acuity Scheduling appointments are made

Save Wistia Video Leads to Salesforce

Build a database of new Salesforce opportunities in Airtable

Updates Salesforce custom objects from new caught webhooks

Add offline conversion events to Facebook from new Salesforce Leads

Create Salesforce accounts for new Bigcommerce customers

Send Gmail email alerts for new Salesforce leads

Add new Salesforce contacts to Google Contacts as new contacts

Create Salesforce leads from emails parsed by mailparser.io

Create Salesforce leads from new WPForms entries

Add new Evernote notes to Salesforce as notes

Create or updated HubSpot contacts from new leads on Salesforce

Create Pipefy cards for new Salesforce leads

Send Slack notifications for new tasks in Salesforce

Add Promoter.io score and feedback as Salesforce objects

Send FormKeep submissions to Salesforce

Create Salesforce Lead From MySQL Database Entry

Create Google Contacts from new Salesforce leads

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Make Your Own Zap with Triggers + Actions

Triggers

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 Lead

Triggers when a new lead 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 Custom Object

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

New Note

Triggers when a new note is created.

New Contact

Triggers when a new contact is created.

Opportunity Stage Change

Triggers when the stage of an opportunity is changed.

New Outbound Message Instant

Triggered when a new Outbound Message is received.

New Folder

Triggers when a new folder is created.

New Opportunity

Triggers when a new opportunity is created.

New Event

Triggers when a new event is created.

Searches

Find a Case

Find a Case by a field and value you choose.

Optionally, create one if none are found.

Find an Account

Find an Account by a field and value you choose.

Optionally, create one if none are found.

Find a Contact

Find a Contact by a field and value you choose.

Optionally, create one if none are found.

Find a Campaign

Find a Campaign by a field and value you choose.

Optionally, create one if none are found.

Find a Lead

Find a Lead by a field and value you choose.

Optionally, create one if none are found.

Find a Folder

Find a Folder by a field and value you choose.

Optionally, create one if none are found.

Find a Custom Object

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

Optionally, create one if none are found.

Find an Opportunity

Find an Opportunity by a field and value you choose.

Optionally, create one if none are found.

Find an Event

Find an Event by a field and value you choose.

Optionally, create one if none are found.

Find a Task

Find a Task by a field and value you choose.

Optionally, create one if none are found.

Actions

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 Lead

Create a new lead.

Create Note

Create a new note.

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.

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).

What are Triggers, Searches, & Actions?

Triggers, Searches and Actions are the building blocks that power your integrations. Triggers watch for events in your apps, then kick off a sequence of Searches and Actions. Searches look up existing data, and Actions create new items. These combos—called "Zaps"—complete your tasks automatically.

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Tip Multi-Step Zaps

Try using one Trigger to send multiple Searches and Actions into motion. Multi-Step Zaps help your apps work in harmony.

Make a Multi-Step Zap

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Add an App

Add an app to Zapier yourself! Our developer platform lets you create triggers and actions people can use to automate and integrate your app with hundreds of others.

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Get Updates

Stay up-to-date with new apps and features as they become available on Zapier.

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What Is Zapier?

You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.

Join the thousands of businesses and individuals already taking advantage of the power of automation and let Zapier save you time.

What's a Zap?

A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!

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