Connect Salesforce and YouTube to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and YouTube together. Build enterprise-grade automation in minutes.

Our most popular template

Create YouTube videos from new Salesforce records
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Salesforce + YouTube
Create Salesforce leads from new YouTube playlist videos
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YouTube + Salesforce
Update Salesforce records when new YouTube videos match your search criteria
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YouTube + Salesforce
Create Salesforce leads from new YouTube videos
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YouTube + Salesforce
Create Salesforce records each time new videos are uploaded to your YouTube channel
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YouTube + Salesforce

Create YouTube videos from new Salesforce records

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Salesforce + YouTube

Create Salesforce leads from new YouTube playlist videos

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YouTube + Salesforce

Update Salesforce records when new YouTube videos match your search criteria

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YouTube + Salesforce

Create Salesforce leads from new YouTube videos

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YouTube + Salesforce

Create Salesforce records each time new videos are uploaded to your YouTube channel

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YouTube + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Add Video to Playlist" in YouTube.

You’re connected!

Zapier seamlessly connects Salesforce and YouTube, automating your workflow.

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.

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
Try It
- 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
- Video ID
  Required
Trigger
Polling
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- Channel
  Required
Trigger
Polling
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- Query
  Required
Trigger
Polling
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- Quota_copy
- Upload_size_copy
- Title
  Required
- Description
  Required
- Video
  Required
- Thumbnail
- Privacy_status
- Publish_at
- Tags
- Language_section
- Default Language
- Default Audio Language
- Localizations_help_text
- Language Code
- Localized Title
- Localized Description
- Recording_section
- Recording Date
- Recording Location
- Advanced_section
- License
- Allow Embedding
- Public Statistics Viewable
- Category_id_help_text
- Category
- Made_for_kids
- Notify_subscribers
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Report Breakdown
- Report Type
  Required
- Start Date
  Required
- End Date
  Required
- Report Metrics
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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 Object
  Required
Trigger
Polling
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- 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
- Channel ID
  Required
Trigger
Polling
Try It
- Playlist_id
  Required
- Privacy status
Trigger
Polling
Try It
- Quota_copy
- Playlist
  Required
- Video ID
  Required
- Position
- Note
Action
Write
- Thumbnail_size_copy
- Video_id
  Required
- Thumbnail
  Required
Action
Write
- Search Query
- Channel ID
- Order Results By
- Published After
- Published Before
- Video Duration
- Video Definition
- Video Dimension
- Video Caption
- Video License
- Safe Search
- Region Code
- Relevance Language
- Video Category ID
- Max Results
Action
Search

For AI agents & developers

Use Salesforce and YouTube with AI agents and code

Beyond Zap workflows. Call Salesforce and YouTube actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and YouTube actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Add Video to Playlist

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and YouTube actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / youtube action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

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

25m

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

Connect Salesforce and YouTube to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Learn how to automate YouTube on the Zapier blog

Make work flow with AI

Level up your Salesforce to YouTube integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Salesforce + YouTube integrations

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

Can I automatically upload videos from my Salesforce account to YouTube?

As of now, our integration doesn't support the direct uploading of videos from Salesforce to YouTube. However, you can manage your video data in Salesforce and link with YouTube by creating triggers based on video-related actions within your Salesforce processes.

Is it possible to update a contact in Salesforce when someone comments on a specific YouTube video?

Yes, through our platform, you can set up triggers for new comments on your YouTube videos. These triggers can then initiate actions like updating or creating contact records in Salesforce, allowing for seamless synchronization between your viewer interactions and customer data.

Can we send alerts from Salesforce when a new video is uploaded to our YouTube channel?

Absolutely! By configuring a trigger that detects when a new video is uploaded to your channel, you can set up automated alerts within Salesforce. This ensures that your team is always informed about the latest content available.

How do we track YouTube analytics data in our Salesforce dashboards?

Our integration provides the capability to bring key metrics like view counts and engagement statistics directly into Salesforce using scheduled or real-time data pulls. This allows your team to generate comprehensive dashboards and reports within the familiar environment of Salesforce.

Can we manage our YouTube playlist information directly from Salesforce?

Currently, while you can't manage playlists directly from within Salesforce, you can utilize updates in playlist information as triggers within our toolset. These updates can initiate further workflows or notifications in your connected applications.

How are subscriber updates handled between YouTube and Salesforce?

With our integration setup, whenever there is an update such as a new subscriber on your YouTube channel, it can trigger actions like adding them as leads or contacts in Salesforce. This process helps maintain an updated database without manual intervention.

What happens if an action fails during the integration process between these platforms?

For any failed action during the integration process, you will be notified through the designated error handling mechanisms setup within our platform. This ensures immediate attention and remediation steps for continuity between your systems.

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About YouTube

YouTube allows billions of people to discover, watch and share originally-created videos. YouTube provides a forum for people to connect, inform, and inspire others across the globe and acts as a distribution platform for original content creators and advertisers large and small.

Learn moreLearn moreHelpHelp

Related categories

Google

Video & Audio

Similar apps

Facebook Pages

Facebook, Social Media Accounts

Vimeo

Video & Audio

Wistia

Video & Audio

Connect Salesforce and YouTube to power AI-driven automation

Launch your first automated workflow

Create YouTube videos from new Salesforce records

Create Salesforce leads from new YouTube playlist videos

Update Salesforce records when new YouTube videos match your search criteria

Create Salesforce leads from new YouTube videos

Create Salesforce records each time new videos are uploaded to your YouTube channel

Create YouTube videos from new Salesforce records

Create Salesforce leads from new YouTube playlist videos

Update Salesforce records when new YouTube videos match your search criteria

Create Salesforce leads from new YouTube videos

Create Salesforce records each time new videos are uploaded to your YouTube channel

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and YouTube with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Salesforce and YouTube to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate YouTube on the Zapier blog

Connect Instagram and YouTube for automated crossposting

How to post new YouTube videos on Facebook

How to add new videos to YouTube from Google Drive

Make work flow with AI

Frequently Asked Questions about Salesforce + YouTube integrations

Connect Salesforce to YouTube on the world's largest no-code automation platform