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Zapier makes it easy to integrate Salesforce with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.

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Salesforce
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Salesforce
1. Choose trigger event
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Webhooks by Zapier
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Webhooks by Zapier
2. Choose action
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1. Select the event
Setup
Test
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Salesforce
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.

You’re connected!

Zapier seamlessly connects Salesforce and Webhooks by Zapier, automating your workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Salesforce + Webhooks by Zapier integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Webhooks by Zapier

How do I integrate Salesforce with Webhooks by Zapier?

To integrate Salesforce with Webhooks by Zapier, create a new Zap and set Salesforce as the trigger app. You can choose a specific trigger, like 'New Lead' or 'Updated Opportunity', depending on your workflow requirements. Then, use Webhooks by Zapier as the action app to pass data from Salesforce to another service. Configure the webhook’s URL and payload to suit your needs.

Can I send data in real-time from Salesforce using Webhooks by Zapier?

Yes, with Webhooks by Zapier, you can set up triggers in Salesforce such as 'New Record', 'Updated Record', or any custom trigger available. These triggers allow sending real-time data via webhooks, ensuring immediate updates reach your desired endpoint.

What types of triggers in Salesforce can initiate a webhook action?

Common Salesforce triggers that can initiate a webhook include ‘New Contact’, ‘Updated Account’, and ‘Deleted Lead’. Customizable options are available based on your specific object settings within Salesforce to start a webhook event.

How do I handle errors when using Webhooks by Zapier with Salesforce?

If an error occurs while using Webhooks by Zapier with Salesforce, our dashboard provides detailed logs for each attempt made through the webhook. Review these logs to identify issues and adjust either the payload or endpoint settings accordingly.

Is it possible to use filters when setting up a webhook between Salesforce and another service?

Yes, in our platform you can apply filters on your Zaps between Salesforce and webhooks. This allows sending only specific records that meet particular criteria such as leads from certain regions or accounts of specific sizes.

How secure is the integration between Salesforce and Webhooks by Zapier?

The integration maintains high security standards, including HTTPS encryption for all data transmitted over webhooks. We also recommend configuring authentication for your endpoints to further secure your data transfers.

Can I customize the data format sent via webhooks from Salesforce?

Absolutely! With Webhooks by Zapier, you have full control over how data is structured within POST requests sent from Salesforce. Customize headers, form types (like JSON or XML), and select exactly which fields you want transmitted.

Practical ways you can use Salesforce and Webhooks by Zapier

Flag updated Salesforce opportunities with Webhooks.

When the stage of an opportunity is updated in Salesforce, Zapier sends the details through a webhook to notify another system or team. This automation helps business owners keep track of important sales pipeline changes in real time.

Business Owner
Try it
Capture data changes in Salesforce via Webhooks.

When any field on a Salesforce record is updated, Zapier uses webhooks to send the updated data to an external system. This automation streamlines data integration for IT teams, reducing manual data transfer efforts and ensuring consistent system alignment.

IT
Log new Salesforce contacts via Webhooks.

When a new contact is created in Salesforce, Zapier sends the contact's details via a webhook to your preferred external service for real-time updates. This automation ensures external systems are immediately updated with critical customer information, improving data consistency.

Marketing & Marketing Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    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

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Webhooks by Zapier on the Zapier blog

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Webhooks by Zapier
Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
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