Salesforce + Formatter by Zapier Integrations
How to connect Salesforce + Formatter by Zapier
Zapier lets you send info between Salesforce and Formatter by Zapier automatically—no code required.
Popular Salesforce + Formatter by Zapier workflows
Log newly-received SMS messages in OneCloud to Salesforce
Log newly-received SMS messages in OneCloud to SalesforcePremiumFind and create Salesforce records from new outbound SMS messages in OneCloud
Find and create Salesforce records from new outbound SMS messages in OneCloudPremiumCreate Salesforce records from new answering machine recordings in MiiTel
Create Salesforce records from new answering machine recordings in MiiTelPremium
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Do Even More with Salesforce + Formatter 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 + Formatter by Zapier workflows do more for them.
Zapier users love adding OneCloud to their workflows
Log newly-received SMS messages in OneCloud to Salesforce
Log newly-received SMS messages in OneCloud to SalesforcePremiumZapier users love adding OneCloud to their workflows
Find and create Salesforce records from new outbound SMS messages in OneCloud
Find and create Salesforce records from new outbound SMS messages in OneCloudPremium
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
- Formatter by Zapier
Work with dates and times to change formatting or add/subtract time (with line-item support).
Scheduled
Action
- Formatter by Zapier
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Scheduled
Action
- Formatter by Zapier
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Scheduled
Action
- Formatter by Zapier
Various utilities like "choose value from list" or "look up in table" (with line-item support).
Scheduled
Action
How Salesforce + Formatter by Zapier Integrations Work
- Step 1: Authenticate Salesforce and Formatter 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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