How to connect Salesforce + Filter by Zapier
Zapier lets you send info between Salesforce and Filter by Zapier automatically—no code required.
Popular Salesforce + Filter by Zapier workflows
Create accounts and contacts in Salesforce from new Facebook Lead Ads
Create accounts and contacts in Salesforce from new Facebook Lead AdsPremiumAdd points in Pointagram when new Salesforce events are created
Add points in Pointagram when new Salesforce events are createdPremiumSend Stannp postcards to new Salesforce contacts
Send Stannp postcards to new Salesforce contactsPremiumSend Stannp letters from new Salesforce contacts
Send Stannp letters from new Salesforce contactsPremiumAdd new Salesforce contacts as Stannp recipients
Add new Salesforce contacts as Stannp recipientsPremiumCreate Text Request contacts for new Salesforce contacts
Create Text Request contacts for new Salesforce contactsPremium
Connect your apps and automate workflows
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Do Even More with Salesforce + Filter by Zapier
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Salesforce + Filter by Zapier workflows do more for them.
Zapier users love adding Facebook Lead Ads to their workflows
Create accounts and contacts in Salesforce from new Facebook Lead Ads
Create accounts and contacts in Salesforce from new Facebook Lead AdsPremiumZapier users love adding Pointagram to their workflows
Add points in Pointagram when new Salesforce events are created
Add points in Pointagram when new Salesforce events are createdPremium
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.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
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
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
- Filter by Zapier
Set up rules to specify when this Zap can continue running.
Scheduled
Action
How Salesforce + Filter by Zapier Integrations Work
- Step 1: Authenticate Salesforce and Filter by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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