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Salesforce + zipForm Plus

Save new zipForm Plus contacts to Salesforce

Ensure your CRM is up to date with all your clients' contact details. This Zapier automation will save any new contacts from zipForm Plus as contacts in Salesforce. Avoid messy, inconsistent data, and save yourself the headaches.

Ensure your CRM is up to date with all your clients' contact details. This Zapier automation will save any new contacts from zipForm Plus as contacts in Salesforce. Avoid messy, inconsistent data, and save yourself the headaches.

  1. When this happens...
    zipForm PluszipForm Plus
    New Contact

    Triggers when a new contact is added to a zipForm Address Book.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • zipForm Plus triggers, actions, and search

    New Contact

    Triggers when a new contact is added to a zipForm Address Book.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Email

    • Title

    • Middle Name

    • Suffix

    • Company

    • Address

    • City

    • State

    • Zip Code

    • Phone

    • Mobile Phone

    • Web Site Address

    • Fax

    • Category

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    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 ObjectRequired

    Trigger
    Scheduled
    Try It
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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zipform-plus logo
zipform-plus logo

About zipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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