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Salesforce + Zapier Manager

Create team invitations in Zapier Manager for new Salesforce records

Effortlessly invite new teammates to your projects when a Salesforce record is created. This workflow effortlessly connects Salesforce and Zapier Manager, allowing you to save time in managing team invitations. Simply set up the automation, and whenever a new record is added in Salesforce, a team invitation will be created in Zapier Manager, streamlining your onboarding process and boosting productivity.

Effortlessly invite new teammates to your projects when a Salesforce record is created. This workflow effortlessly connects Salesforce and Zapier Manager, allowing you to save time in managing team invitations. Simply set up the automation, and whenever a new record is added in Salesforce, a team invitation will be created in Zapier Manager, streamlining your onboarding process and boosting productivity.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Zapier ManagerZapier Manager
    Create Team Invitation

    Invite a member to your Zapier team. This action is only available to Zapier for Teams users

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    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
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About Salesforce

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

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

Bolster your Zap housekeeping with Zapier Manager. Track Zap errors, invite members to your Team, and more!

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