SalesforceIQ Integrations

Do more with SalesforceIQ

Zapier allows you to instantly connect SalesforceIQ with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Google Sheets

Google +1Google, Spreadsheets

8 Integrations

Wufoo

Forms & Surveys

2 Integrations

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium

Connect SalesforceIQ to 2,000+ Apps

  • Create SalesforceIQ relationships from new Typeform entries

    Typeform + SalesforceIQ

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  • Send Contacts Collected via Google Forms or Spreadsheets into SalesforceIQ

    Google Sheets + SalesforceIQ

  • Create SalesforceIQ contacts for new Facebook Lead Ads leads

    Facebook Lead Ads + SalesforceIQ

  • Create SalesforceIQ relationships from Intercom conversations

    Intercom + SalesforceIQ

  • Create SalesforceIQ relationships from new Gravity Forms submissions

    Gravity Forms + SalesforceIQ

SalesforceIQ Integration Details

Launched on Zapier:

As a small or medium business, you don't have time to waste on data collection and lead tracking. Together, SalesforceIQ CRM and Zapier can automatically collect and nurture leads, manage relationships, and populate your lists with any piece of data that comes your way. By staying organized and better understanding your customers, you'll be able to make more informed business decisions.

Here are some creative ways to use SalesforceIQ with Zapier:

  • Track leads without having to manually enter them whenever someone contacts you. Zapier will create SalesforceIQ relationships from new entries in Wufoo or Tyepform.

  • Update relationships whenever there's an event that changes a client's status. Whenever someone schedules a call with you in Calendly, Zapier will find the SalesforceIQ relationship and update it accordingly.

  • Get ahead of your bookkeeping by adding new SalesforceIQ relationships to QuickBooks Online as customers.

The following SalesforceIQ Triggers, Searches, and Actions are supported by Zapier:

Triggers

New Relationship (V2)

Triggers when a relationship is created.

Actions

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

Searches

Find Account

Find accounts based on names.

Find a Relationship

Find an existing Relationship on a List

Find Contact

finds a contact

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