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Quickly connect Salesforce to AI by Zapier with a Zapier template.

Our most popular template

Update Salesforce records with new meeting analysis notes in Spiky.ai
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Spiky.ai + Formatter by Zapier + Salesforce + 1 more
Analyze and return data in AI by Zapier when updated fields on records occur in Salesforce
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Salesforce + AI by Zapier

Update Salesforce records with new meeting analysis notes in Spiky.ai

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Spiky.ai + Formatter by Zapier + Salesforce + 1 more

Analyze and return data in AI by Zapier when updated fields on records occur in Salesforce

Details

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Salesforce + AI by Zapier

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Extract Content From URL (Beta)" in AI by Zapier.

You’re connected!

Zapier seamlessly connects Salesforce and AI by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write

- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Provider
  Required
- Authentication
  Required
- Model
- Prompt
  Required
- Input fields
- Output fields
- Return as an array of objects?
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- URL
  Required
Action
Write
- URLs to Search Across
  Required
- What to Search For
  Required
- Number of Results
Action
Write

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Practical ways you can use Salesforce and AI by Zapier

Summarize case attachments with AI.

When a new case attachment is added in Salesforce, Zapier triggers AI by Zapier to analyze and summarize its contents. This saves significant time when resolving support tickets by quickly providing essential details about the attachment.

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Prioritize new leads using AI.

When a new lead is created in Salesforce, Zapier triggers AI by Zapier to analyze its details and assess lead priority. This automation ensures your marketing efforts are directed toward high-value opportunities, streamlining lead management and boosting conversion rates.

Marketing & Marketing Ops

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Learn how to automate Salesforce on the Zapier blog

Learn how to automate AI by Zapier on the Zapier blog

Make work flow with AI

Level up your Salesforce to AI by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About AI by Zapier

Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!

Learn moreLearn moreHelpHelp

Related categories

AI Tools Zapier

Connect Salesforce and AI by Zapier to unlock the power of automation

Set up your first integration

Update Salesforce records with new meeting analysis notes in Spiky.ai

Analyze and return data in AI by Zapier when updated fields on records occur in Salesforce

Update Salesforce records with new meeting analysis notes in Spiky.ai

Analyze and return data in AI by Zapier when updated fields on records occur in Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Salesforce and AI by Zapier

Summarize case attachments with AI.

Prioritize new leads using AI.

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate AI by Zapier on the Zapier blog

AI by Zapier: Easily add AI steps to your workflows

Make work flow with AI

Connect Salesforce to AI by Zapier on the world's largest no-code automation platform