Salesforce + SalesHive
Update SalesHive contacts when Salesforce records fields are updated
This workflow springs into action as any field on your Salesforce record is updated. It keeps your SalesHive contact list updated by adding or modifying the contact information directly. This automation process not only saves time but also ensures your data is accurate and up-to-date across both platforms — no manual data entry required.
This workflow springs into action as any field on your Salesforce record is updated. It keeps your SalesHive contact list updated by adding or modifying the contact information directly. This automation process not only saves time but also ensures your data is accurate and up-to-date across both platforms — no manual data entry required.
- When this happens...
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.).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add/Update ContactIf contact email exists, then update, otherwise add new contact. (search via email address)
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact Status Updated
Triggered when a contact status is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Account Added
Triggers when a new account is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Email Added on Blacklist
Triggers when a new contact added on blacklist.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Meeting Added
Triggers when a new meeting is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Call Made
Triggered when a new call is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Email Receive From Campaign
Triggered when a new email is Receive.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Potential Meeting
Triggered when a new potential meeting is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Referral Added
Triggered when a new referrals is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPotential Meeting Status Updated
Triggered when a potential meeting status is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContactEmail
Title
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Account Name Long
Email DomainsRequired
WebsiteRequired
Account Owner
Account Category
Account Status
Industry
Address 1
Address 2
City
State
Country
Zip
Reason Unqualified
Account Type
Account Client Status
Is Deleted
Notes Title
Note
Company Employee Count
Company Revenue
Company Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Domain__c
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
EmailRequired
Title
Company
Company Name Long
City
State
Country
Website
Phone
LinkedIn URL
Industry
Address 1
Address 2
Zip
Contact Category
Account Category
Contact Source
Contact Owner
Client POC
Reason Unqualified
Direct Phone
Company Phone
Other Phone 1
Other Phone 2
Note
Notes Title
Validation Score
Contact Status
Employee Count
Company Revenue
Specialty
Number Of Physicians
Sales Development Reps
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SalesHive ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Client Status
Client Start Date
Client End Date
Target Accounts per Qtr
Default Contract Value
Website
Reason Lost
Logo Approval
Time Zone
Track Domain
Closed By
BCC Email
Slack Channel Internal
Slack Channel External
Do Not Add Meetings To Blacklist?
Is Sent Meeting Create Notification
Is Sent Meeting Reschedule Notification
Server Number
Client Billing Method
Client Billing Contact
Client Billing Email
Client Billing Address
Client Billing Date
Client Billing Status
Client Billing Amount
Client Billing Period
PPM Est. Months
Limit Users Per Client
Zoom Info Contact Limit Type
Zoom Info Contact Limit
Limit Total Contacts Per Client
AI
SEO
Allow All Call Recordings
Playbook URL
Playmaker URL
Company Summary
Value Prop
Package Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccount Status Updated
Triggered when an account status is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMeeting Status Updated
Triggered when a meeting status is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Account Note Added
Triggered when a new note is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Domain Added to Blacklist
Triggered when a new domain added to blacklist.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Campaign Added
Triggered when a new campaign is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Email Sent From Campaign
Triggered when a new email is sent.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Removed Contacts
Triggered when a new removed is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail
Campaign ID
Move existing contacts to current campaign
Insert contacts That Have Already Replied
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Title
Company
Company Name Long
Website
Phone
LinkedIn URL
Campaign ID
Industry
Address 1
Address 2
City
State
Zip
Country
Contact Category
Account Category
Contact Source
Contact Owner
Client POC
Reason Unqualified
Contact Status
Direct Phone
Company Phone
Notes Title
Note
Skip updating existing contacts
Insert Null Values
Move existing contacts to current campaign
Insert contacts That Have Already Replied
CompanyEmployeeCount
CompanyRevenue
Specialty
Number of Physicians
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Last Name
Title
Company
EmailRequired
Linked In Url
Direct Phone
Company Phone
Website
Meeting StatusRequired
Meeting Source
Meeting Set Date
Meeting Set By
Meeting Date
Meeting Time Zone
Owner
Contract Value
Reminder Email Account
Industry
Seniority
Send Reminder
Note Title
Note
IsDaylightSavingTime
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Company
Email
Linked In Url
Meeting Source
Owner
Reminder Email Account
Engagement Status
Direct Phone
Company Phone
Meeting Set By
Note Title
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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