Salesforce + Swordfish.ai
Send new contacts from Swordfish to Salesforce
Want to move your Swordfish contacts to your Salesforce platform? Use this Zap to send them over without worrying about tedious manual updates. Define how you want them to be created in Salesforce (as contacts or leads) and automatically transfer them over.
Want to move your Swordfish contacts to your Salesforce platform? Use this Zap to send them over without worrying about tedious manual updates. Define how you want them to be created in Salesforce (as contacts or leads) and automatically transfer them over.
- When this happens...Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try ItFirst Name
Middle Name
Last Name
Full Name
Social profile
Title
Company Name
CIty
State
Country
Zipcode
Email
Phone
Must haveRequired
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try ItSocial ProfileRequired
Must Have
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
