Salesforce + Salesforce Integrations

Typeform forms give you a beautiful way to collect information, and Salesforce is the place you're already storing your business contacts. Put them together with this integration that'll automatically add new Salesforce contacts anytime your Typeform form is filled out.

How it Works

Zapier will watch your Typeform form for new entries. Whenever someone fills out your form, Zapier will copy the contact info you select, and create a new Salesforce contact from that info.

What you Need

1. A Typeform account with an active form
2. A Salesforce account

Got that? Then let's get started.

Ever wanted your Salesforce events on Google Calendar. This Salesforce Google Calendar integration has you covered. Any new Salesforce events will automatically be added to your Google Calendar.

Note: Only works for new Salesforce events. Make sure to set your timezone in Salesforce, Zapier and Google Calendar.

How It Works

1. A new event is added to Salesforce
2. Zapier automatically adds that event to Google Calendar

What You Need

• Salesforce account
• Google Calendar account

Integrate your web forms with Salesforce using this Zapier automation. When a submission is made on Gravity Forms, a custom object will be created in Salesforce. Get your tools to work together to save yourself time!

How It Works

1. An entry is made on Gravity Forms
2. Zapier creates a custom object in Salesforce

What You Need

• Gravity Forms account
• Salesforce account

The sooner you log new lead info into your system, the better. This integration run that process in the background for you: It will react whenever a new lead submits their details to one of your Lead Gen forms on LinkedIn, adding their information to Salesforce so your sales team can begin developing the relationship immediately.

How this LinkedIn Lead Gen Forms-Salesforce integration works

1. A new lead completes one of your LinkedIn Lead Gen Forms
2. Zapier adds them as a lead on Salesforce also

Apps involved

• LinkedIn
• Salesforce

Are your client meetings part of a Salesforce workflow? With Zapier you can automatically create Salesforce tasks from new appointment data when appointments are made.

Once you set up this Acuity Scheduling Salesforce integration, new appointments from that point forward are automatically added to your Salesforce account as new tasks.

How It Works

1. A new Acuity Scheduling appointment is created.
2. Zapier adds the appointment data to Salesforce as a new deal

What You Need

• An Acuity Scheduling account
• A Salesforce account

Job distribution platform ZipRecruiter takes email coming from Gmail and instantly turns them into Salesforce leads with the help of Zapier. With just a few minutes of setup time, they no longer have to go through the manual and tedious process of taking incoming emails and creating new leads in Salesforce by hand.

"The Zap resulted in ME NOT having to manually assign email leads and NOT having to hire a Salesforce consultant to create and test an email service."

-Kevin Gaither, ZipRecruiter

How it works

1. You receive an incoming email into your Gmail account.
   
2. Zapier will instantly create a brand new lead in your Salesforce account.

What You Need

1. A Gmail email address
2. A Salesforce account

Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.

Don't slow your processes down with manual export drudge-work; let us handle the whole thing with this Google Sheets-Salesforce integration. After it's been set up, any new row you add on Google Sheets will also be sent to Salesforce, where a custom object will be created according to your specifications every time.

How It Works

1. A new row is added on Google Sheets
2. Zapier automation creates a custom object on Salesforce

What You Need

• Google Sheets account
• Salesforce account

Use Zapier to start adding new Salesforce events to Google Calendar as they are created. Once you set up this integration, new Salesforce events created from that point forward are automatically added to your Google Calendar.

Note: This Zapier integration doesn't create Google Calendar events from existing Salesforce events, only events that are created after you've set it up.

How It Works

1. A new Salesforce event is created.
2. Zapier adds the event to a Google Calendar.

What You Need

• Salesforce account
• Google Calendar account

All your information gets tracked on Salesforce to ensure your success; ActiveCampaign contacts should be no different. Whenever a new one is added, we'll add them as a new lead on Salesforce, ensuring your records and sales processes are never missing any information.

How this ActiveCampaign-Salesforce integration works

1. A new contact is added on ActiveCampaign
2. Zapier automatically adds them as a lead on Salesforce

Apps involved

• ActiveCampaign
• Salesforce

When you make a sale in your ecommerce store, the relationship with that customer is just beginning. Wouldn't it be great if you could go into your CRM and a new contact be waiting for you to take further action on? Look no further, Zapier is here to help.

How It Works

1. You have a new customer in Shopify
2. Zapier creates a new contact in Salesforce

What You Need

• Shopify account
• Salesforce account

With teams on different apps, you may have gotten used to copying tasks between them as needed. Save that time for mission-critical tasks by having this Salesforce-Asana integration perform those clerical tasks. It will trigger for each new task on Salesforce after everything is set up, automatically creating a new task on Asana from it in response.

How It Works

1. A new task is created on Salesforce
2. Zapier automation adds a task to Asana

What You Need

• Salesforce account
• Asana account

With all the leads pouring in, you can't afford to waste time sorting through them when you should be chasing them down. Armed with this Google Sheets-Salesforce integration, you'll be able to focus: every new row on Google Sheets will trigger this automation, sending the information to Salesforce so a new lead can be created for you.

How it Works

1. A new row is added on Google Sheets
2. Zapier automatically creates a lead on Salesforce

What You Need

• A Google Sheets account
• A Salesforce account

Is your team using Trello to manage your tasks visually, and Salesforce to manage your CRM contacts? Use this Salesforce to Trello integration to start adding new cards to a Trello board for new tasks as they are added to a Salesforce account. Once this integration has been set up, all new Salesforce tasks created from that point forward will create a Trello card for your team.

Note: This Zapier integration doesn't create Trello cards for existing tasks in a Salesforce account, only new tasks created after you've set it up.

How It Works

1. A new task is added to a Salesforce account
2. Zapier creates a new card in Trello

What You Need

• A Salesforce account
• A Trello account

Salesforce is a highly effective CRM-centric database platform driving many successful sales teams. Use Zapier to start adding your contacts as new subscribers on a MailChimp list as they are created. Once you set up this integration, new Salesforce contacts created from that point forward are individually added as a new subscriber on a MailChimp list.

Note: This Zapier integration doesn't create MailChimp subscribers from existing Salesforce contacts, only contacts that are created after you've set it up.

How It Works

1. A new Salesforce contact is created.
2. Zapier adds the data submitted to a MailChimp list as a subscriber.

What You Need

• Salesforce account
• MailChimp account

Integrate your web forms with Salesforce using this Zapier automation. When a submission is made on Typeform, a custom object will be created in Salesforce. Get your tools to work together to save yourself time!

How It Works

1. An entry is made on Typeform
2. Zapier creates a custom object in Salesforce

What You Need

• Typeform account
• Salesforce account

MailChimp is the most popular email marketing service provider and is great for designing and sending outbound emails to your list subscribers. Sometimes you may want to automatically capture new subscribers to your Salesforce CRM as new leads. Use Zapier to start automatically adding new MailChimp list subscribers to your CRM as they are created. Once you set up this integration, new MailChimp subscribers added to the list from that point forward are individually added to Salesforce as new leads.

Note: This Zapier integration doesn't create Salesforce leads from MailChimp subscribers that already exist in a list, only subscribers added to that list after you've set it up.

How It Works

1. A new subscriber is added to a MailChimp list
2. Zapier adds that subscriber to Zoho CRM as a new lead

What You Need

• A MailChimp account
• A Salesforce account

You should be spending time on execution for those tasks, not scheduling—Zapier's Salesforce-Google Calendar integration can be your personal assistant for that. Once this Zap is active, any new tasks you create on Salesforce will also be sent to Google Calendar, where a new task will be created for each one so you always have visibility into what's coming up.

How It Works

1. A new task is created on Salesforce
2. Zapier automation adds a new detailed event to Google Calendar

What You Need

• Salesforce account
• Google Calendar account

Salesforce is a highly effective customer relationship management system covering aspects of customer interface from sales and marketing to customer service. If QuickBooks Online is your accounting engine, Zapier can automatically start adding new Salesforce accounts to QuickBooks Online as new customers through this Salesforce Quickbooks Online integration.

Note: This Zapier integration doesn't import existing Salesforce accounts into QuickBooks Online, only new accounts after you've set it up.

How It Works

1. A new Salesforce account is created.
2. Zapier adds that account to QuickBooks Online as a customer.

What You Need

• Salesforce account
• QuickBooks Online account

Want a simple way to email your Salesforce contacts from Gmail? Zapier can copy your Salesforce contacts to Google Contacts automatically, so you'll have all of your contacts in both places.

Once this integration has been set up, all new Salesforce contacts from that point forward will be copied to Google Contacts as they are created. You can even set up a default contact group in Google Contacts for this integration, to keep your Salesforce contacts together in one place.

Note: This Zapier integration will not copy existing Salesforce contacts to your Google Contacts account, only new contacts created after you've set it up.

How It Works

1. A new contact is created in Salesforce
2. Zapier copies the contact to your Google Contacts account

What You Need

• A Salesforce account
• A Google Contacts account

Keep track of your pending or potential sales on Salesforce with this Stripe integration. After you set up this Stripe Salesforce integration, every time there is a new Stripe charge, a Salesforce opportunity is created. A great way to keep on top of potential upsell opportunities.

How It Works

1. A charge happens in Stripe
2. Zapier creates a new opportunity in Salesforce

What You Need

• Stripe account
• Salesforce account

Unbounce is a fantastic A/B testing landing page tool. It has all sorts of flexibility that makes it a smart tool to use for all your forms including for your CRM.

This integration makes it easy to push Unbounce leads from your landing page forms into Salesforce, a popular CRM.

How It Works

1. Leads fill out your Unbounce landing page forms
2. Zapier automatically adds those leads to Salesforce

What You Need

• A published Unbounce landing page
• A Salesforce account

You may use Google Calendar to schedule events but need to notify your sales team in Salesforce. Use Zapier to automatically send Google Calendar events (from a specific calendar) to Salesforce as new events.

Once this Google Calendar to Salesforce integration has been setup, all Google Calendar events (from a specific calendar) from that point forward will be copied to Salesforce.

Note: This Zapier integration will not copy existing Google Calendar events to your Salesforce account, only new events created after you've set it up.

How It Works

1. A Google Calendar event is created.
2. Zapier copies the event to your Salesforce account.

What You Need

• A Google Calendar account
• A Salesforce account

If you use webhooks that capture client contact information, Zapier can automatically add that information to Salesforce for you. Once the webhook is activated, Zapier will automatically extract the necessary information from the webhook and add it to Salesforce as a lead.

How It Works

1. A webhook containing customer information is activated
2. Zapier extracts the customer information and adds it to Salesforce as a lead

What You Need

• Webhook containing customer information
• Salesforce account

Spin up quick Wufoo marketing forms to collect leads and track them in Salesforce with this Zap.

After you set this Zap up, Zapier will automatically save new Wufoo form entries as new leads inside Salesforce.

How it works

1. Choose an existing Wufoo form you want to watch for new leads.

2. Whenever someone fills out the form, Zapier will instantly push the new lead into Salesforce.

You will be able to choose which Wufoo fields are pushed to Salesforce and which form fields they are matched up with.

What you need

• A Wufoo account and a form you want to save entries from
• A Salesforce account (any version) with Leads or a similar object type.

Got those? Alright! Let's get started.

Rather than waiting for a one-time import of leads into MailChimp, use Zapier to start automatically adding new leads to your list. Once you set up this Salesforce-MailChimp integration, new leads from that point forward are individually added as subscribers.

Note: This Zapier integration doesn't import previous leads into MailChimp—only new leads after you've set it up.

How It Works

1. A new Salesforce lead is added
2. Zapier adds that lead to a MailChimp list as a subscriber

What You Need

• Salesforce account
• MailChimp account

Is there any better way to obtain leads than a form on your website? Connect that form to your sales and CRM tools with the help of Zapier, and get to closing those leads faster!

Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.

How this Google Forms-Salesforce integration works

1. You have a new response to your form
2. Zapier creates a new lead

Apps involved

• Google Forms
• Salesforce

You're busy focusing on your campaigns, let us worry about getting everyone on your mailing list. Whenever you add a new lead on Salesforce, we'll pass the information along to ActiveCampaign as well. If a matching contact is found, we'll update their details, otherwise a new contact will be created with all the information you indicate.

How this Salesforce-ActiveCampaign integration works

1. A new lead is added on Salesforce
2. Zapier automation creates a new contact on ActiveCampaign or updates an existing match

Apps involved

• Salesforce
• ActiveCampaign

WooCommerce is a flexible Wordpress plugin that turns your site into an eCommerce store. Rather than waiting for a one-time import of your customers into Salesforce, use Zapier to start automatically adding your customers to Salesforce as leads whenever you receive a new order. Once you set up this WooCommerce-Salesforce integration, new customers from that point forward are individually added to Salesforce as new leads.

Note: This Zapier integration doesn't import customers from previous orders into Salesforce—only customers from new orders after you've set it up.

How It Works

1. A new WooCommerce order is created
2. Zapier adds that order detail to Salesforce as a lead.

What You Need

• A WordPress site with WooCommerce installed
• A Salesforce account

Contacts+'s business card scanner can automatically add the contact as a lead in Salesforce. After this integration is set up, Contacts+'s human staff will transcribe your scanned business card, and Zapier will automatically use the details to create a new Salesforce lead for your records.

How It Works

1. Use the Contacts+ app to scan a business card
2. Once it's transcribed—a step that can take up to 30 minutes because it's human-powered—Zapier adds the information to Salesforce as a Lead

What You Need

• Contacts+ app (for iOS or Android)
• Salesforce account

Your new orders are opportunities to expand your relationship with customers and make sure they get a great first impression. Zapier can help. Whenever you get a new order via WooCommerce, this Zapier integration can turn it into a new opportunity in Salesforce. Your sales team will know who to followup with automatically, without having to check WooCommerce each day.

How It Works

1. A new order is placed on your WooCommerce store
2. Zapier sends it to Salesforce as a new opportunity

What You Need

• Self-hosted WordPress website
• WooCommerce plugin installed
• Salesforce account

Gravity Forms lets you create advanced forms for your WordPress site. Use Zapier to start adding new contacts to your CRM as forms are submitted. Take names, email addresses and any other information you'd like to collect and create a brand new contact within Salesforce in just a few clicks. Once you set up this integration, new Gravity Forms forms submitted from that point forward are individually added to Salesforce as contacts.

Note: This Zapier integration doesn't create Salesforce contacts from Gravity Forms forms that have already been submitted, only forms that are submitted after you've set it up.

How It Works

1. A new Gravity Forms form is submitted.
2. Zapier adds the data submitted to Salesforce as a contact.

What You Need

• Gravity Forms installed on a WordPress site
• Salesforce account

With this Salesforce ActiveCampaign integration, add new Salesforce contacts to ActiveCampaign as subscribers to seamlessly manage your marketing lists.

Note: This Zapier integration doesn't import current Salesforce contacts into ActiveCampaign, only new contacts after you've set it up.

How It Works

1. A new contact is added in Salesforce
2. Zapier adds this contact as a subscriber in ActiveCampaign

What You Need

• SalesForce account
• ActiveCampaign account

By aligning customer support and sales, your team can work smarter and more efficiently, closing sales faster than ever. This Zapier integration will add new leads in Salesforce when LiveChat chats end, so you'll have a record of your conversations and a way to know who needs a followup.

How It Works

1. A LiveChat chat ends
2. Zapier adds a lead in Salesforce

What You Need

• LiveChat account
• Salesforce account

Stop typing in new Salesforce contacts by hand! After this integration is set up, Contacts+'s human staff will transcribe your scanned business card, and Zapier will automatically use the details to create a new Salesforce contact for your records.

How It Works

1. Use the Contacts+ app to scan a business card
2. Once it's transcribed—a step that can take up to 30 minutes because it's human-powered—Zapier adds the information to Salesforce as a Contact

What You Need

• Contacts+ app (for iOS or Android)
• Salesforce account

Automated email messages contain valuable data that can be extracted with an Email Parser template. Automatically create leads in Salesforce when your Email Parser mailbox receives an email. You can include extracted data in setting up the lead record. Once you set up this integration, new emails received in your Email Parser mailbox from that point are added to Salesforce as new leads.

Note: This Zapier integration doesn't create Salesforce leads from Email Parser emails that have already been received, only emails that are received after you've set it up.

How It Works

1. A new email is received by an Email Parser mailbox
2. Zapier adds the email to Salesforce as a lead

What You Need

• A Zapier Email Parser account with a parser template set up.
• A Salesforce account.

Getting new names from Webflow to add to your Salesforce sales pipeline? Connect the two with some seamless Webflow Salesforce integration to save yourself some time—this Zap will trigger with every new submission you receive on Webflow, auotmatically using the information to add a new lead to Salesforce each time.

How It Works

1. A new submission is received on Webflow
2. Zapier automatically adds a lead on Salesforce

What You Need

• Webflow account
• Salesforce account

Make a New Trello Card Each Time a Salesforce Case is Opened

Save time and keep up with your cases in the productivity app you love with this Salesforce to Trello Zap. In just a few minutes, you can setup this Zap to automatically make a new Trello card in the board and list of your choice each time a new Salesforce case is opened.

How it Works

Choose your Trello board and list, along with your Salesforce account, and pick the Salesforce case info you want to add to your Trello cards. Then, whenever a new Salesforce case is opened, it’ll automatically be copied into a new Trello card with all the info you need.

You’ll then be able to keep up with your cases in the project management workflow they’re already used to.

Extras

If you want, you can also choose to only send some specific Salesforce cases to Trello using trigger filters. This would let you, for example, save all bug report cases to one Trello board, and then you could use another Zap to save all feature request cases to another board.

To set these up, click “edit” on your Zap in your Dashboard once your Zap is enabled.

If someone's reaching out with interest, save your time for engaging with them while we worry about data collection. Set up this automation and it will react to every new event someone creates on your Calendly, automatically adding them as a lead on Salesforce so your sales can kick in immediately.

How this Calendly-Salesforce integration works

1. Someone creates an event on Calendly
2. Zapier automation creates a new lead on Salesforce

Apps involved

• Calendly
• Salesforce

You may use Google Contacts to collate new contacts from your inbound email. Use Zapier to automatically send Google Contacts (from a contact group) to Salesforce as new contacts. Once this Google Contacts-Salesforce integration has been set up all new Google Contacts (added to a contact group) from that point forward will be copied to Salesforce.

*Note: This Zapier integration will not copy existing Google Contacts to your Salesforce account, only new contacts created after you've set it up.

How It Works

1. A new contact is created in Google Contacts
2. Zapier copies the contact to your Salesforce account

What You Need

• A Google Contacts account
• A Salesforce account

Shopify is a simple way to create and customise a fully featured online store. Sometimes you may want to automatically capture new online orders to your CRM as new leads. Use Zapier to start automatically adding new Shopify orders to your CRM as they are created. Once you set up this integration, new Shopify orders created from that point forward are individually added to Salesforce as new leads.

Note: This Zapier integration doesn't create Salesforce leads from existing Shopify orders, only orders created after you've set it up.

How It Works

1. A new order is created in your Shopify store
2. Zapier adds that order detail to Salesforce as a new lead

What You Need

• A Shopify account and online store set up.
• A Salesforce account.

Need to track contacts and payments made from PayPal in Salesforce? You're in luck: Anytime you have a new purchase in PayPal, Zapier will copy their contact info to make a new contact AND a new opportunity in Salesforce. That means you can stop copying and pasting customer information and payment histories!

How this integration works

1. Successful sales come through PayPal
2. Zapier searches for matching contacts in Salesforce or creates a new one
3. Zapier creates new opportunities in Salesforce

Apps involved

• PayPal
• Salesforce
• Salesforce

Trying to keep the wheels of industry turning as fast as possible? Then take a look at this time-saving integration between Intercom and Salesforce. Once you have it set up, any new Intercom user will also create a new lead on Salesforce. No excuse for contacts falling through the cracks now!

How It Works

1. A new Intercom user is created
2. Zapier automatically creates a lead on Salesforce

What You Need

• Intercom account
• Salesforce account

Use this Zapier automation to keep your SurveyMonkey responses organized. Every time someone fills out your survey on SurveyMonkey, Zapier will create a new custom object in Salesforce. Once the SurveyMonkey-Salesforce integration is set up, from that point forward SurveyMonkey responses are generated as records in Salesforce objects as the data collected from your SurveyMonkey results.

How It Works

1. A survey is completed in SurveyMonkey
2. Zapier creates a new custom object in Salesforce

What You Need

• SurveyMonkey account
• Salesforce account

Tired of searching through Salesforce to see if a new lead from Facebook Lead Ads is actually a new lead? Let Zapier search Salesforce for you—and on top of searching, Zapier will only create new accounts and contacts in Saleforce if the contact doesn't already exist so you don't have to worry about duplicate entries, courtesy of Filter by Zapier.

How this integration works:

1. New leads arrive from Facebook Lead Ads
2. Zapier searches Salesforce for a matching contact
3. Filter by Zapier continues running the Zap only if the contact doesn't exist in Salesforce
4. Zapier creates a new account for the lead in Salesforce
5. Zapier creates a new contact in Salesforce

Apps involved

• Facebook Lead Ads
• Salesforce
• Filter by Zapier
• Salesforce
• Salesforce

Tired of moving every single form submission into Salesforce by hand? We'll do all that work for you. Once you've activated this automation, it will trigger with every new submission you receive on JotForm, sending all those responses to Salesforce and creating a corresponding custom object with the details.

How this JotForm-Salesforce integration works

1. A new submission is received on JotForm
2. Zapier automatically creates a custom object on Salesforce

Apps involved

• JotForm
• Salesforce

If you find yourself manually moving responses to your form over to your CRM and duplicating a lot of work, those days are over! Let Zapier connect your tools together, and create those contacts for you in your CRM.

Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.

How this Google Forms-Salesforce integration works

1. You have a new response on a form
2. Zapier creates a new contact

Apps involved

• Google Forms
• Salesforce

Tired of bringing in your contacts from Zillow Tech Connect into Salesforce by hand? Set up this Zillow Tech Connect Salesforce integration and you won't have to ever again, since it will trigger with every new contact on Zillow Tech Connect, adding a new lead to Salesforce automatically for you.

How It Works

1. A new contact is added on Zillow Tech Connect
2. Zapier automation adds a new lead to Salesforce

What You Need

• Zillow Tech Connect account
• Salesforce account

Don't waste your time copying and pasting data from spreadsheets into Salesforce. Save time with this integration that sends new Google Sheets rows as custom objects in Salesforce. This integration will search for an existing custom object in Salesforce that matches the form entry and update it. If it doesn't find a matching custom object, it will create it.

How this Google Sheets-Salesforce integration works

1. A new row is created in Google Sheets
2. Zapier searches for an existing Salesforce custom object (or creates one if one doesn't already exist)
3. Zapier updates the Salesforce custom object it just found

Apps involved

• Google Sheets
• Salesforce

Combine Salesforce and Constant Contact to create the ultimate marketing contact list. When you start using this automation, new Salesforce contacts will automatically be added to contacts in Constant Contact. This automation helps you organize your contacts and maintain your customer relationships.

How It Works

1. Create a new contact in Salesforce
2. Zapier creates a new contact in Constant Contact

What You Need

• Salesforce account
• Constant Contact account

With all the careful planning that goes into your events, the last thing you need to be doing is manual data entry. That's what this Eventbrite-Salesforce integration is for! Set it up and it will trigger with every new attendee on Eventbrite, automatically creating a new custom object on Salesforce so you can be sure to find everyone you need on either app.

How It Works

1. A new attendee is added to an event on Eventbrite
2. Zapier automatically creates a new custom object on Salesforce

What You Need

• Eventbrite account
• Salesforce account

Have you ever wanted send over your intercom users to you Salesforce Contacts?

Well now you can with this Salesforce Intercom integration. Zapier will automatically find new Intercom users in your list and send them to Salesforce as contacts.

How It Works

1. A new user is created in Intercom
2. A new contact will be created in Salesforce based on the Intercom user

What You Need

• An Intercom account
• A Salesforce account

Make sure you follow up with your new PayPal customers by letting Zapier add them to your Salesforce account as new contacts. Whenever someone new purchases your PayPal products, Zapier will copy their contact info and use it to make a new Salesforce contact for you automatically. You'll never have to copy and paste customer info again.

How It Works

1. A new successful sale is made on PayPal
2. Zapier creates a new contact based on that sale in Salesforce

What You Need

• A PayPal Account
• A Salesforce Account

Keeping your sales team abreast of the latest leads to come in through your web form can be a two- or three-step process. With this Zapier automation, it's just one. Connect your Ninja Forms form to Salesforce via Zapier, and automatically send new submissions into your CRM as leads.

How it Works

1. Zapier looks for new submissions to your Ninja Forms form
2. When it finds one, Zapier uses that submission to create a new lead in Salesforce

What you Need

• WordPress account with Ninja Forms plugin and Ninja Forms' Zapier add-on installed
• Salesforce account

Your Formidable form can be a simple way to add new leads to your Salesforce database. Just use this integration to automatically add new leads whenever your site's contact form is filled out.

How it Works

Zapier will watch your Formidable form for new entries. Whenever your form is filled out, Zapier will copy the contact info from it and use it to add a new lead in your Salesforce account.

What You Need

• A Formidable form
• A Salesforce account

Got that? Then let's get started.

All your customer data lives on Salesforce—the interest shown by leads on Facebook should be no different. Activate this Facebook Lead Ads-Salesforce integration and Zapier will bring them all in for you: whenever a new lead submits their information on Facebook, we'll automatically create a new contact on Salesforce with all the details your team needs.

How It Works

1. A new lead submits their information through Facebook Lead Ads
2. Zapier automation creates a new contact on Salesforce

What You Need

• Facebook Lead Ads account
• Salesforce account

Keep your sales team up-to-date with the most recent information. Whenever a MailChimp subscriber is updated, this Zap will update contacts in Salesforce.

How this MailChimp-Salesforce integration works

1. A subscriber is updated in MailChimp
2. Zapier searches for contact in Salesforce
3. Zapier updates contact in Salesforce

Apps involved

• MailChimp
• Salesforce

Engage your customers and ensure they are added to your marketing network with the Salesforce to Constant Contact integration. Set it up, and every time you add a new lead to Salesforce, Zapier will automatically create a new contact in Constant Contact. Manage your customer relationships easily when you start using this Zapier automation.

Note: Be sure to add an email address to every new lead in Salesforce to ensure this automation will always work.

How It Works

1. Add a new lead in Salesforce
2. Zapier creates a new contact in Constant Contact

What You Need

• Salesforce account
• Constant Contact account

Rather than waiting for a one-time import of attendees into Salesforce, use Zapier to start automatically adding new attendees to your CRM. Once you set up this Eventbrite-Salesforce integration, new attendees from that point forward are individually added as leads.

Note: This Zapier integration doesn't import already registered event attendees into Salesforce—only new attendees after you've set it up.

How It Works

1. Zapier keeps an eye on your event's attendee list
2. When a new attendee registers, Zapier adds that individual to Salesforce as a lead (customizable)

What You Need

• Eventbrite account with live event
• Salesforce account

The sooner you start engaging with those respondents, the better the chances of converting them. Keep their information within reach by setting up this automation to track them all for you. From then on, whenever you receive a new submission to your HubSpot form we'll pass the details along to Salesforce as well, automatically creating a new lead for your pipeline to track.

How this HubSpot-Salesforce integration works

1. A new form submission is received on HubSpot
2. Zapier automation adds a new lead on Salesforce

Apps involved

• HubSpot
• Salesforce

Make sure you don't miss important emails in your busy inbox: Set up this Gmail-Salesforce integration to capture them for you. After you set it up, we'll keep an eye on your Gmail inbox. Whenever you receive an email (or optionally only when a label gets a new email) we'll automatically send the contents to Salesforce, creating a new case for the message so you can kick off your processes right away.

How It Works

1. A new email is received on Gmail
2. Zapier creates a new case on Salesforce

What You Need

• Gmail account
• Salesforce account

Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.

Give Salesforce the reach it deserves by plugging your webhooks into it with this integration. After you've activated it, Zapier will listen for any data on a custom webhook URL. Any payload we catch will be routed to Salesforce immediately, automatically creating a custom object according to your specifications every time.

How It Works

1. Your webhook URL catches a new payload
2. Zapier automation creates a custom Salesforce object

What You Need

• Salesforce account

Don't let your new appointments exist in a vacuum—bring them in to Salesforce! Keep track of all your Acuity Scheduling appointments in Salesforce by creating new customers—or searching for existing ones—every time new appointments are made.

How It Works

1. A new appointment is made in Acuity Scheduling
2. Zapier searches for existing or creates a new customer in Salesforce

Apps You Need

• Acuity Scheduling
• Salesforce

After someone fills out your form, you'll want to keep a record of them in your CRM system. This Zapier integration will automatically add all new leads that fill out your Leadformly form as leads in Salesforce, saving you time to focus on the more important aspects of sales and marketing.

How this Leadformly-Salesforce integration works

1. A new lead arrives in Leadformly
2. Zapier creates a new lead in Salesforce

Apps involved

• Leadformly
• Salesforce

Capture new GoToWebinar registrants to your CRM by adding them to Salesforce as new leads. Use Zapier to start automatically adding new GoToWebinar registrants to Salesforce. Once you set up this GoToWebinar Salesforce integration, new registrants from that point forward are individually added as new leads in your CRM.

Note: This Zapier integration doesn't import existing GoToWebinar registrants into Salesforce, only new registrants after you've set it up.

How It Works

1. A new GoToWebinar registrant is created
2. Zapier adds that registrant to Salesforce as a new lead

What You Need

• A GoToWebinar account
• A Salesforce account

Wufoo is an easy way to create online forms, which you could use to gather info about prospective customers. Use Zapier to start adding new contacts to your CRM as form entries are submitted. It'll copy names, email addresses and any other information you'd like to collect and create a brand new contact within Salesforce automatically. Once you set up this integration, new Wufoo form entries submitted from that point forward are individually added to Salesforce as contacts.

Note: This Zapier integration doesn't create Salesforce contacts from Wufoo form entries that have already been submitted, only entries that are submitted after you've set it up.

How It Works

1. A new Wufoo form entry is submitted.
2. Zapier adds the data submitted to Salesforce as a contact

What You Need

• A Wufoo account
• A Salesforce account

Salesforce is your source of truth for customer and lead data. So it stands to reason you should capture your conversations with them on the platform. This Zapier integration can make it happen for you: Any time a lead or customer starts a new conversation with your company via live chat, that will be added to their record in Salesforce automatically.

How this Drift-Salesforce integration works

1. A new conversation is started in Drift
2. Zapier adds a link to the conversation on the matching contact record in Salesforce

Apps involved

• Drift
• Salesforce

Track your WooCommerce payments and customers in Salesforce automatically! Every time a WooCommerce order comes through, Zapier will grab your customer and payment information and create a new contact and opportunity in Salesforce. No more copy, no more paste—just the information you need, where you need it most.

How this integration works

1. New sales come through WooCommerce
2. Zapier searches for matching contacts in Salesforce or creates a new one
3. Zapier creates new opportunities in Salesforce

Apps involved

• WooCommerce
• Salesforce
• Salesforce

If your site content originates on Salesforce, we can save you the trouble of exporting and importing it with this Salesforce-WordPress automation. Once active, it will trigger with new custom objects on Salesforce, sending each one's details over to WordPress and making a new post according to your settings automatically.

How It Works

1. A new custom object is created on Salesforce
2. Zapier automation makes a new post on WordPress

What You Need

• Salesforce account
• WordPress account

If you're looking to generate more leads by using live chat or targeted messages, you can now make sure all of those leads make it into your system: Set up this automation and Zapier will do the rest. From then on, any new leads created in Drift will automatically be added to your Salesforce account without fail

How this Drift-Salesforce integration works

1. A new lead is created in Drift
2. Zapier adds that lead to Salesforce

Apps involved

• Drift
• Salesforce

Need to pass along leads from marketing to sales? This Infusionsoft Salesforce integration makes it easy to do this by adding any new Infusionsoft contact to Salesforce as a contact.

Note: Works for any new contacts in Infusionsoft once turned on.

How It Works

1. A new contact is created in Infusionsoft
2. Zapier automatically creates the contact in Salesforce

What You Need

• Infusionsoft account
• Salesforce account

Salesforce is a top-notch CRM and sales pipeline-management app. But your development team might prefer project management software like JIRA to deal with issues that crop up. Use this Zap to automatically send Salesforce cases to JIRA as issues.

How It Works

1. You add a new case to Salesforce
2. Zapier recreates that case as an issue in JIRA

What You Need

• A Salesforce account
• A JIRA account

Connect your Shopify account to your Salesforce account to stay on top of your new paid orders. This Zapier automation will add new paid orders on Shopify to your Salesforce account as new leads.

Note: This Zapier integration doesn't import already existing orders into Salesforce, only new paid orders after you've set it up.

How It Works

1. A Shopify new paid order is submitted
2. Zapier creates a new lead in Salesforce

What You Need

• Shopify account
• Salesforce account

Streamline your sales process by connecting Spotio to Salesforce, automatically creating leads for each new or updated pin.

Note: Salesforce requires a last name and company name when importing leads from another app.

How It Works

1. A Spotio pin is created or updated
2. Zapier uses the pin's details to add a lead to Salesforce

What You Need

• Spotio account
• Salesforce account

Don't slow down your sales pipeline with manual updates—activate this CallRail Salesforce integration and the automation will take care of those leads for you. From that point on a new lead will be created on Salesforce for every new call you receive on CallRail, bringing with it all the information you need to land those deals.

How It Works

1. A new CallRail call is received
2. Zapier automatically creates a lead on Salesforce

What You Need

• CallRail account
• Salesforce account

Rather than exporting all your Salesforce leads and importing them into your email marketing platform, use Zapier to start automatically adding new leads to your SendinBlue contact list. Once you set up this Salesforce-SendinBlue integration, new leads from that point forward are individually added as subscribers.

Note: This Zapier integration doesn't import already created leads into SendinBlue—only new leads after you've set it up.

How It Works

1. A new Salesforce lead is added
2. Zapier adds that lead to a SendinBlue list as a new contact

What You Need

• Salesforce account
• SendinBlue account

Salesforce is a highly effective CRM-centric database platform driving many successful sales teams. Use Zapier to start adding your leads as new subscribers on a MailChimp list as they are created. Once you set up this integration, new Salesforce leads created from that point forward are individually added as new subscribers on a MailChimp list.

Note: This Zapier integration doesn't create MailChimp subscribers from existing Salesforce leads, only leads that are created after you've set it up.

How It Works

1. A new Salesforce lead is created.
2. Zapier adds the data submitted to a MailChimp list as a subscriber.

What You Need

• Salesforce account
• MailChimp account

JotForm lets you create integrated website forms with an intuitive drag and drop user interface. Use Zapier to start adding new leads to your CRM as form entries are submitted. Take names, email addresses and any other information you'd like to collect and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new JotForm form submissions from that point forward are individually added to Salesforce as leads.

Note: This Zapier integration doesn't create Salesforce leads from JotForm forms that have already been submitted, only forms that are submitted after you've set it up.

How It Works

1. A new JotForm form is submitted.
2. Zapier adds the data submitted to Salesforce as a lead.

What You Need

• JotForm account
• Salesforce account

Salesforce's custom objects let you store information specific to your business and workflow. Automatically create custom objects AND search for existing or create new customers in Salesforce when new appointments are made in Acuity Scheduling.

*Note: You need to have custom objects configured in Salesforce. For more information about custom objects, read up by clicking here.

How Integration Works

1. New appointments made in Acuity Scheduling
2. Zapier searches for or creates new customers in Salesforce
3. Zapier makes new custom objects—based off your parameters—in Salesforce

Apps involved

• Acuity Scheduling
• Salesforce

Wistia is one of the best video platforms for marketers. Wistia will let you collect email addresses of the people who watch your videos. You can then use this Wistia Salesforce integration to add those Wistia leads into Salesforce.

How It Works

1. Someone fills out your Wistia email form
2. Zapier automatically adds those Wistia leads to Salesforce

What You Need

• A Wistia account
• A Salesforce account

Keep all your sales opportunities in a comprehensive database. Using Zapier's integration, a new Airtable record will be created with every new opportunity in Salesforce.

How It Works

1. A new opportunity is created in Salesforce
2. Zapier creates a new record an Airtable base

What You Need

• Salesforce account
• Airtable account

Customize your Salesforce workflow to store the exact data you want. Save time with this integration that sends new caught webhooks to Salesforce as custom objects. This integration will search for an existing custom object in Salesforce that matches the form entry and update it. If it doesn't find a matching custom object, it will create it.

How this Webhooks-Salesforce integration works

1. A new webhook is caught
2. Zapier searches for an existing Salesforce custom object (or creates one if one doesn't already exist)
3. Zapier updates the Salesforce custom object it just found

Apps involved

• Webhooks by Zapier
• Salesforce

By tracking every lead in Salesforce, you know which leads convert best. By combining Salesforce and Facebook's offline conversion events, you can make sure that you only target the best leads. Once you have configured this integration, Zapier will track every new Salesforce lead, adding them to Facebook and tracking their conversion automatically.

How this Salesforce-Facebook Offline Conversion integration works

1. A new lead is added Salesforce
2. Zapier logs the event in your Facebook Offline Conversion solution

Apps involved

• Salesforce
• Facebook

Anything you can do while preparing the pipeline for new customers will help you be more efficient and make more money. Let Zapier keep you efficient by activating this automation. We'll watch your Bigcommerce contacts from then on and, for each new customer you create, a new account will be created on Salesforce for you, setting up your environment so you can dive right in!

How It Works

1. A new Bigcommerce customer is added
2. Zapier automatically creates an account on Salesforce

What You Need

• Bigcommerce account
• Salesforce account

Sometimes you and/or your colleagues need to know when a new lead is added to a Salesforce account. Use Zapier to watch your Salesforce account and generate a Gmail alert when a new lead is added. All new leads added after you set up this integration will trigger a Gmail alert. The email can be sent to multiple recipients.

Note: This Zapier integration will not generate Gmail alerts for existing leads in your Salesforce account, only new leads added after you've set it up.

How It Works

1. A lead is added to a Salesforce account
2. Zapier generates a Gmail alert

What You Need

• A Salesforce account
• A Gmail account

If you want to send ad-hoc emails to your Salesforce contacts using Gmail, you can use Zapier to automatically start adding new Salesforce contacts to Google Contacts as they are created. You can optionally specify a contact group in Google Contacts to separately identify these contacts in Gmail.

Once you set up this Salesforce Google Contacts integration, new Salesforce contacts created from that point forward are individually added to Google Contacts as new contacts.

Note: This Zapier integration doesn't import existing Salesforce contacts into Google Contacts, only new contacts after you've set it up.

How It Works

1. A new Salesforce contact is created.
2. Zapier adds that data to Google Contacts as a new contact.

What You Need

• Salesforce account
• Google Contacts account

Your sales team can create new Salesforce leads on the go by emailing details to a mailparser.io mailbox. Set up a structured email and parsing rules, and Zapier can use the data from the parsed emails to automatically create new Salesforce leads as the emails are received.

It's a simple way to keep from copying and pasting data from emails into Salesforce.

How It Works

1. A new email is received by a mailparser.io inbox
2. Zapier adds the extracted data to Salesforce as a new lead

What You Need

• A mailparser.io account with an inbox and parser rules set up
• A Salesforce account

Want to keep your sales team in the loop and capture more leads? With Zapier, you can automatically create a new lead in Salesforce whenever someone fills out your form. Now you can be sure your team will follow up and convert more leads into real opportunities.

How this WPForms-Salesforce integration works

1. A new WPForms form entry is submitted
2. Zapier creates a new lead in Salesforce using the information provided by the user.

Apps involved

• WPForms
• Salesforce

If you take notes in Evernote when on the road, use Zapier to start adding new notes to Salesforce CRM as you create them. You can pick an Evernote notebook to watch for new notes, and you could use the note title or a tag on the note to lookup a Salesforce object via name or email address. You'll need to include the name or email or a Salesforce object on either your Evernote note title or tag for the integration to work.

Once you set up this Evernote-Salesforce integration, new Evernote notes submitted from that point forward are individually added to Salesforce as notes.

Note: This Zapier integration doesn't create Salesforce notes from Evernote notes that have already been created, only notes that are created after you've set it up.

How It Works

1. A new Evernote note is created.
2. Zapier adds the data submitted to Salesforce as a note.

What You Need

• An Evernote account
• A Salesforce account

Now that those leads are in the system, it's time to chase them down, not copy their personal details around. Make sure your lists stay updated while you keep working by setting up this Zap between Salesforce and HubSpot. From then on, whenever you add a lead to Salesforce, this automation will create a new contact for them on HubSpot if they don't already exist, or update the match with new details if they do, all without any further effort on your part.

How this Salesforce-HubSpot integration works

1. A new lead is added on Salesforce
2. Zapier automatically creates or updates a contact on HubSpot

Apps involved

• Salesforce
• HubSpot

Connecting your CRM to your projects can be a challenge without the right tools. Zapier can help with that. After you've activated this integration, it will fire off whenever a new lead is added to Salesforce, creating a new card for them on Pipefy so you can follow up with everyone easily.

How this Salesforce-Pipefy integration works

1. A new lead is created on Salesforce
2. Zapier creates a new card in Pipefy with the lead information

Apps involved

• Salesforce
• Pipefy

Let Zapier do the heavy lifting so you can stop checking Salesforce for new tasks and get notified in Slack automatically instead! With this Zap, you'll get Slack channel notifications for new tasks in Salesforce without having to do a thing (after you set up the Zap, of course). New tasks will trigger Zapier to send channel notifications in Slack so you don't have to search for new work.

How this Salesforce-Slack integration works

1. New tasks are created in Salesforce
2. Zapier sends a message to a specific Slack channel

Apps involved

• Salesforce
• Slack

With the help of Zapier, you can create Salesforce contacts and their latest score and feedback from Promoter.io!

Note: This Zapier integration doesn't update past survey responses, only new ones after you've set up the zap.

How It Works

1. Customers respond to Promoter.io survey
2. Zapier adds their score and feedback as attributes to Salesforce customers

What You Need

• Promoter.io account
• Salesforce account

Want an easy way to add new leads to your Salesforce account? This integration automatically copies information from a FormKeep submission into your Salesforce account, so you'll never have to copy and paste in new leads again.

How It Works

Zapier watches your FormKeep form for new submissions. Whenever your form is filled out, Zapier copies the data and uses it to make a new lead in your Salesforce account.

What You Need

• FormKeep form
• Salesforce account

Let's see if you're familiar with this one. You have a well established site that captures leads and stores them in a MySQL database table. Now you just need to figure out how to get those leds to Salesforce. You could contract someone to engineer you a solution or you can use this to get each lead to Salesforce effortlessly!

How it Works

Zapier will watch your MySQL database for new entries. When you add new contacts to your database, it'll copy them and create Salesforce Leads with their info.

What You Need

1. A MySQL database with contact data
2. A Salesforce account

You never know when you'll need access to your wider network. Make sure you pass every useful connection into your contact list with this Salesforce-Google Contacts integration. It will trigger with every new lead you add to Salesforce once active, creating a new Google Contact with their personal information and ensuring you always have access to it when needed.

How It Works

1. A new lead is created on Salesforce
2. Zapier automatically adds a new Google Contact

What You Need

• Salesforce account
• Google Contacts account