Salesforce Integrations

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Google Sheets

Google, Spreadsheets

Facebook Lead Ads (Legacy)

Ads & Conversion, Premium

Slack

Team Chat

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, Premium

GoToWebinar

Premium, Webinars

Unbounce

Forms & Surveys

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

Mailchimp

Email Newsletters

Gravity Forms

Forms & Surveys, WordPress

Eventbrite

Event Management

QuickBooks Online

Accounting, Premium

HubSpot

Marketing Automation

Calendly

Scheduling & Booking

Stripe

Payment Processing

Shopify

eCommerce, Premium

Acuity Scheduling

Scheduling & Booking

Airtable

Databases

Zoom

Video Conferencing

Instapage

Forms & Surveys

WooCommerce

eCommerce, WordPress

Webflow

Website Builders

Squarespace

Forms & Surveys

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

Paperform

Forms & Surveys

ClickFunnels

Marketing Automation

Typeform

Forms & Surveys

Xero

Accounting, Premium

Formstack

Forms & Surveys

ActiveCampaign

Marketing Automation

JotForm

Forms & Surveys

Asana

Project Management

Wufoo

Forms & Surveys

WPForms

Forms & Surveys, WordPress

Jira Software Cloud

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Cognito Forms

Forms & Surveys

MySQL

Databases, Premium

Trello

Project Management

Intercom

Customer Support

Zendesk

Customer Support, Premium

SurveyMonkey

Forms & Surveys

Teachable

Online Courses

Microsoft Outlook

Email, Microsoft

Google Ads

Ads & Conversion, Google, Premium

Constant Contact

Email Newsletters

CloudBlue Commerce

App Builder, Beta

Twilio

Phone & SMS

Microsoft, Social Media Accounts

Verse

Sales & CRM

DocuSign

Signatures

PostgreSQL

Databases, Premium

WebinarJam / EverWebinar

Webinars

Ninja Forms

Forms & Surveys, WordPress

Mailparser

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

PayPal

Payment Processing, Premium

Google Lead Form Extensions

Ads & Conversion, Forms & Surveys, Google, Premium

RegFox

Event Management

Sendinblue

Email Newsletters

ClickUp

Project Management

RingCentral

Phone & SMS

Wix Automations

CRM (Customer Relationship Management)

YouCanBook.Me

Scheduling & Booking

CallRail

Call Tracking

ScheduleOnce

Scheduling & Booking

Facebook Offline Conversions

Ads & Conversion, Facebook

Formidable Forms

Forms & Surveys, WordPress

lemlist

Drip Emails

Keap Max Classic

Marketing Automation, Premium

Smartsheet

Spreadsheets

Formsite

Forms & Surveys

Clockify

Time Tracking Software

Woodpecker.co

Drip Emails

Microsoft Teams

Microsoft, Team Chat

LiveChat

Customer Support

Leadpages

Forms & Surveys

Miro

Team Collaboration

WordPress

Website Builders, WordPress

Jira Software Server

Project Management

Alchemer

Forms & Surveys

GivingFuel

Fundraising

SQL Server

Databases, Premium

Box

File Management & Storage

Reply

Marketing Automation

Google Analytics

Ads & Conversion, Google

Facebook Conversions

Ads & Conversion, Facebook

Mailjet

Email Newsletters

leadPops

Marketing Automation

Google Docs

Documents, Google

Amazon SNS

Amazon, Notifications, Premium

Teamwork

Project Management

Google Contacts

Contact Management, Google

Front

Campaign Monitor

Email Newsletters

OneDrive

File Management & Storage, Microsoft

Pipedrive

CRM (Customer Relationship Management)

Follow Up Boss

CRM (Customer Relationship Management)

Kajabi

eCommerce

Thinkific

Online Courses

Magento 2.X

eCommerce, Premium

Livestorm

Webinars

Demio

Webinars

PandaDoc

Documents

LeadConnector

Marketing Automation

Kartra

Marketing Automation

Klaviyo

Marketing Automation

Bloobirds

Beta, CRM (Customer Relationship Management)

Raisely

Beta, Fundraising

Harvest

Time Tracking Software

Jira Service Desk

Customer Support

Docparser

Documents

XING Events

Event Management

Azure DevOps

Developer Tools, Microsoft

Facebook Custom Audiences (Legacy)

Premium

LendingPad

Beta, eCommerce

Harness

Beta, Fundraising

CINC

CRM (Customer Relationship Management)

Glide

App Builder, Beta

MemberPress

Beta, WordPress

TalentLMS

Online Courses

MailerLite

Email Newsletters

Popular ways to use Salesforce workflows

Add new Facebook Lead Ads leads as leads in Salesforce
premium
Facebook Lead Ads + Salesforce
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Record
See Zap details Try it
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
premium
Gravity Forms + Salesforce
More details
When this happens
Step 1: Form Submission
Then do this
Step 2: Create Record
See Zap details Try it
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
premium
Salesforce + Slack
More details
When this happens
Step 1: New Record
Then do this
Step 2: Send Channel Message
See Zap details Try it
Get Slack notifications for new Salesforce opportunities
premium
Get Slack notifications for new Salesforce opportunities
Salesforce + Slack

Create Slack messages for new Salesforce leads
premium
Salesforce + Slack
More details
When this happens
Step 1: New Record
Then do this
Step 2: Send Channel Message
See Zap details Try it
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
premium
Typeform + Salesforce
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Record
See Zap details Try it
Add new Typeform form entries to Salesforce as leads
premium
Add new Typeform form entries to Salesforce as leads
Typeform + 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 Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

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.

Learn More

Related categories

CRM (Customer Relationship Management)

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