Salesforce + SweepBright

Salesforce + SweepBright integrations

Create or update leads in Salesforce when new SweepBright leads are updated

Keep your contacts in Salesforce up to date. Whenever you change or update your lead in SweepBright, this Zapier integration will automatically update that lead in your Salesforce account, or create a new lead. No more time wasted manually updating your leads!

When this happens...
Lead UpdatedTriggers when a lead is updated.
TriggerInstant
automatically do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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More things you can do with SweepBright and Salesforce

Discover other triggers and actions you can use with SweepBright and Salesforce

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
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Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
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Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
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Visit Canceled
Triggers when a visit has been canceled.
Trigger
Instant
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Visit Updated
Triggers when a visit has been updated.
Trigger
Instant
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Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
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Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
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Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
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Offer Created
Triggers when an Offer is created.
Trigger
Instant
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Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
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Owner Created
Triggers when a new owner is created.
Trigger
Instant
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Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
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Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
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- Offer ID
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Write
- Buyers
  Required
- Buyer Fee Fixed
  Required
- Buyer Gross Amount
- Buyer Fee Percentage
  Required
- Currency
  Required
- Direction
  Required
- Owner Fee Fixed
  Required
- Owner Net Amount
- Owner Fee Percentage
  Required
- Notes
- Owners
  Required
- Parent Offer ID
- Property ID
  Required
- Valid Until
Action
Write
- Contact ID
  Required
- Label IDs
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Search Query
  Required
- Office ID
- Contact Type
Action
Search
- Search Query
  Required
- Office ID
Action
Search
- Search Query
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Property Created or Updated
Triggers when a property is created or updated.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
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Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
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Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
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Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
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Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
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Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
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Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
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Owner Updated
Triggers when an owner is updated.
Trigger
Instant
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Property Status Changed
Triggers when property status is changed.
Trigger
Instant
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- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Property ID
  Required
- Visibility
  Required
Action
Write
- Property ID
- Company
- E-Mail Address
  Required
- First Name
- Last Name
  Required
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office ID
  Required
- Type
  Required
- Status
  Required
- Negotiator Email
  Required
- Transaction Type
  Required
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- Country
  Required
Action
Write
- Contact ID
  Required
- Property ID
  Required
- Relation
Action
Write
- Offer ID
  Required
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer ID
  Required
- Notes
- Owners
- Valid Until
Action
Write
- Offer ID
  Required
Action
Search
- Search Query
  Required
Action
Search
- Search Query
  Required
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Salesforce

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About SweepBright

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

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