Salesforce + Teamup Calendar

Create events in Teamup Calendar for every new record in Salesforce

Stay organized and efficient with this workflow. When a new record is added in Salesforce, an event is created in Teamup Calendar immediately. This seamless process ensures that your calendar stays updated with all the latest developments from Salesforce, optimizing time management and productivity. No manual entry needed - keeping track of new records has never been easier.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create Event
Create an event by defining each field.
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- Sub-calendarRequired
Trigger
Scheduled
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- Sub-calendarRequired
- Time BeforeRequired
- Time Before (Unit)Required
- Search Term
Trigger
Scheduled
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- Sub-calendarRequired
- Search TermRequired
Trigger
Scheduled
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New Sub-Calendar
Triggers when a Sub-Calendar is created.
Trigger
Scheduled
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- Sub-calendar NameRequired
- ActiveRequired
- Sub-calendar ColorRequired
- Overlap EventsRequired
Action
Write
- Sub-calendarRequired
- EventRequired
- Event Title
- Start DateRequired
- End DateRequired
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Remote ID
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
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
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Sub-calendarRequired
- Search Term
Trigger
Scheduled
Try It
- Sub-calendarRequired
Trigger
Scheduled
Try It
- Sub-calendarRequired
Trigger
Scheduled
Try It
- Sub-calendarRequired
- Event Title
- Start DateRequired
- End DateRequired
- All Day
- Who (Event Field)
- Location (Event Field)
- Description (Event Field)
- Remote ID
Action
Write
- Sub-calendarRequired
- EventRequired
Action
Write
- Sub-calendarRequired
- Sub-calendar NameRequired
- ActiveRequired
- Sub-calendar ColorRequired
- Overlap EventsRequired
Action
Write

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Teamup Calendar

Teamup is a calendar tool for groups and businesses. Teamup makes it easy to organize teams, schedule jobs, manage availability of people and resources, and share with any users with customizable access control.

Learn more

Related categories

Team Collaboration

Related Zap Templates

Create Teamup Calendar events for new Salesforce outbound messages

Related Zap Templates

Create Teamup Calendar events for new Salesforce outbound messages

Salesforce + Teamup Calendar

Create events in Teamup Calendar for every new record in Salesforce

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Disclaimer

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Use Assignment Rules

Update Contact

Update Record

Use Assignment Rules

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Find or Create Record

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

Event Cancelled

Event Start

Search Term

New Event Matching Search

New Sub-Calendar

Create Sub-Calendar

Update Event

Event Title

All Day

Who (Event Field)

Location (Event Field)

Description (Event Field)

Remote ID

Find Event Matching Remote ID

Remote ID

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Warning

Opportunity

Create New Opportunity

Create Child Records (with line item support)

Use Assignment Rules

Create File

Title

Description

Salesforce Object

Create Note

Note

Is Private

Create Record (UTC)

Use Assignment Rules

Update Lead

Use Assignment Rules

Update Record (UTC)

Use Assignment Rules

Find Child Records

Find Record(s)

Search Results

Find Record by Query

Order By

Order Direction