Salesforce + SignUpGenius

Create new Salesforce contacts from filled slots in SignUpGenius

Ensure your SignUpGenius sign-ups swiftly feed into your Salesforce contact list by employing this smart workflow. Whenever a new slot is filled in SignUpGenius, this automation creates a new contact within Salesforce instantly. Eliminate the time spent on manual data entry, improving your efficiency and accuracy on managing your contacts list.

When this happens...
New Slot Filled
Triggers when a new slot filled on a specific sign up.
TriggerScheduled
automatically do this!
Create Contact
Creates a new contact in Salesforce.
ActionWrite

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Supported triggers and actions

What does this mean?

- Active Sign UpRequired
Trigger
Scheduled
Try It
- Active Sign UpRequired
Trigger
Scheduled
Try It
- GroupsRequired
- Member IdRequired
Action
Write
- GroupsRequired
- Select Text to SearchRequired
- EmailRequired
- First Name
- Last Name
Action
Search or write
- History ObjectRequired
Trigger
Scheduled
Try It

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It

- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- GroupRequired
Trigger
Scheduled
Try It
- GroupsRequired
- EmailRequired
- First Name
- Last Name
Action
Write
- Select Group to SearchRequired
- Select Text to SearchRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About SignUpGenius

SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Salesforce + SignUpGenius

Create new Salesforce contacts from filled slots in SignUpGenius

New Event

New Slot Filled

Active Sign UpRequired

Delete Group Member

GroupsRequired

Member IdRequired

Find or Create Member

GroupsRequired

Select Text to SearchRequired

EmailRequired

First Name

Last Name

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Child Records (with line item support)

Parent ObjectRequired

Use Assignment Rules

Create File

FileRequired

Title

Description

Salesforce Object

Create Note

TitleRequired

Note

Salesforce ObjectRequired

Is Private

Create Record (UTC)

Salesforce ObjectRequired

Use Assignment Rules

Update Lead

Lead to UpdateRequired

Use Assignment Rules

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

Find Record

Salesforce ObjectRequired

Search ValueRequired

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Find or Create Record

Salesforce ObjectRequired

Search ValueRequired

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

New Group Member

GroupRequired

Create Group Member

GroupsRequired

EmailRequired

First Name

Last Name

Find Group Member

Select Group to SearchRequired

Select Text to SearchRequired

New Contact

New Lead