Salesforce Integrations

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CRM (Customer Relationship Management)

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Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

Facebook Lead Ads

Ads & Conversion

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Developer Tools, Zapier

Slack

Team Chat

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Documents, Zapier

Gravity Forms

Forms & Surveys, WordPress

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft

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Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

Facebook Lead Ads

Ads & Conversion

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Developer Tools, Zapier

Slack

Team Chat

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Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

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Popular ways to use Salesforce workflows

Add new Facebook Lead Ads leads as leads in Salesforce
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Facebook Lead Ads + Salesforce
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Record
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Add new Facebook Lead Ads leads as leads in Salesforce
Premium
Add new Facebook Lead Ads leads as leads in Salesforce
Facebook Lead Ads + Salesforce
Create Salesforce leads with new Gravity Forms submissions
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Gravity Forms + Salesforce
More details
When this happens
Step 1: Form Submission
Then do this
Step 2: Create Record
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Create Salesforce leads with new Gravity Forms submissions
Premium
Create Salesforce leads with new Gravity Forms submissions
Gravity Forms + Salesforce
Get Slack notifications for new Salesforce opportunities
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Salesforce + Slack
More details
When this happens
Step 1: New Record
Then do this
Step 2: Send Channel Message
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Get Slack notifications for new Salesforce opportunities
Premium
Get Slack notifications for new Salesforce opportunities
Salesforce + Slack
Create Slack messages for new Salesforce leads
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Try it
Salesforce + Slack
More details
When this happens
Step 1: New Record
Then do this
Step 2: Send Channel Message
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Create Slack messages for new Salesforce leads
Premium
Create Slack messages for new Salesforce leads
Salesforce + Slack
Add new Typeform form entries to Salesforce as leads
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Typeform + Salesforce
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Record
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Add new Typeform form entries to Salesforce as leads
Premium
Add new Typeform form entries to Salesforce as leads
Typeform + Salesforce
Create Salesforce contacts from new Typeform form entries
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Try it
Typeform + Salesforce
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Record
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Create Salesforce contacts from new Typeform form entries
Premium
Create Salesforce contacts from new Typeform form entries
Typeform + Salesforce
Save new Salesforce events to Google Calendar
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Salesforce + Google Calendar
More details
When this happens
Step 1: New Record
Then do this
Step 2: Quick Add Event
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Save new Salesforce events to Google Calendar
Premium
Save new Salesforce events to Google Calendar
Salesforce + Google Calendar
Add new Gravity forms entries as custom objects in Salesforce
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Try it
Gravity Forms + Salesforce
More details
When this happens
Step 1: Form Submission
Then do this
Step 2: Create Record
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Add new Gravity forms entries as custom objects in Salesforce
Premium
Add new Gravity forms entries as custom objects in Salesforce
Gravity Forms + Salesforce

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add File to Record
Adds an existing file to an existing Record.
Action
Write
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write

Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

About Salesforce

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

Related categories

CRM (Customer Relationship Management)

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Popular Salesforce Integrations