SalesforceIQ Integrations

  • Create SalesforceIQ relationships from new Typeform entries

    Easily capture new relationships to your SalesforceIQ lists from Typeform. Just make sure to include an email address field on your form and Zapier can then add these form submissions to SalesforceIQ as new relationships.

    After this integration is set up, new Typeform entries from that point forward will be saved as relationships on a SalesforceIQ list.

    How It Works

    1. A new Typeform entry is submitted
    2. Zapier adds a new relationship to a SalesforceIQ list

    What You Need

    • A Typeform account and contact form set up
    • A SalesforceIQ account
  • Send Contacts Collected via Google Forms or Spreadsheets into SalesforceIQ

    Send Contacts Collected via Google Forms or Spreadsheets into SalesforceIQ

    A Google Form or Spreadsheet is a fast and easy way to collect contact information, but spreadsheets aren't great for managing a relationship.

    This Zap makes it easy to send contacts collected via Google Form or Spreadsheet automatically into SalesforceIQ as a relationship so you can manage your contacts in a place that makes more sense.

    How It Works

    This Zap will instantly save new Google Forms entries or new spreadsheet rows into SalesforceIQ as new conversations.

    Works with both Google Forms or Google Spreadsheets.

    What You Need

    1. A Google Form setup
    2. A SalesforceIQ account with API access
  • Create SalesforceIQ contacts for new Facebook Lead Ads leads

    Using Facebook Lead Ads can build up a new contact list quickly. Let Zapier do the work of bringing it all into your CRM, so you can get to work on developing those relationships! Set up this Facebook Lead Ads-SalesforceIQ integration and we'll take it from there, automatically brining each new lead from your Facebook ad into SalesforceIQ as a new relationship for you to track.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation creates a relationships in a list on SalesforceIQ

    What You Need

    • Facebook Lead Ads account
    • SalesforceIQ account
  • Create SalesforceIQ relationships from Intercom conversations

    Talking with your users is extremely important, but having access to those conversations in the different apps you use can be the key to building the best relationships with them. Enter Zapier, which can help automatically get data from one app to another. Never miss a customer conversation ever again!

    How It Works

    1. A new conversation is created in Intercom
    2. Zapier automatically sends that to SalesforceIQ

    What You Need

    • Intercom account
    • SalesforceIQ account
  • Create SalesforceIQ relationships from new Gravity Forms submissions

    You can use Gravity Forms to automatically capture new relationships to a SalesforceIQ list. Make sure to include an email address field on your form and Zapier can then add these form submissions to SalesforceIQ as new relationships.

    After this integration is set up, new Gravity Forms submissions from that point forward will be saved as relationships on a SalesforceIQ list.

    How It Works

    1. A new Gravity Forms form is submitted
    2. Zapier adds a new relationship to a SalesforceIQ list

    What You Need

    • Gravity Forms installed on a WordPress site
    • A SalesforceIQ account
  • Add MailChimp Subscribers to SalesforceIQ for Personal Touch

    MailChimp is great for email marketing, but sometimes you want to add a little personal touch. That's where a great CRM like SalesforceIQ comes in.

    This integration makes it easy to automatically add new MailChimp subscribers to SalesforceIQ so sales teams can reach out on a one-to-one basis with contacts, prospects and customers.

    How It Works

    1. Someone subscribers to your MailChimp list
    2. Zapier automatically adds that person to SalesforceIQ

    What You Need

    • A MailChimp account
    • A SalesforceIQ account
  • Create SalesforceIQ Relationship via Wufoo Form

    Wufoo is a great form building software. When contacts, customers or leads fill out your form often you want to save their details in a CRM.

    This integration lets you create new relationships in SalesforceIQ from Wufoo form entries.

    How It Works

    1. Someone fills out your Wufoo form
    2. Zapier automatically creates a new relationship in SalesforceIQ

    What You Need

    • A Wufoo form
    • A SalesforceIQ account with API access
  • Extract information from emails and send to SalesforceIQ

    Emails you receive contain a lot of valuable information, including data you may want to have in your CRM. But doing all of the manual labor is time intensive, and that's even if you can remember to do it at all. With Zapier's email parser, you can automatically take specific data out of emails and send it right over to your CRM without lifting a finger.

    How It Works

    1. You receive an email in the email parser
    2. Zapier automatically sends the selected data to SalesforceIQ

    What You Need

    • Zapier email parser account
    • SalesforceIQ account
  • Create SalesforceIQ relationships from new Formstack submissions

    You can automatically save your Formstack captured data as a relationship on a SalesforceIQ list with is integration. You will need to include an email address field on your form and Zapier can then add these form submissions to SalesforceIQ as new relationships.

    After this integration is set up, new Formstack submissions from that point forward will be saved as relationships on a SalesforceIQ list.

    How It Works

    1. A new Formstack form is submitted
    2. Zapier adds a new relationship to a SalesforceIQ list

    What You Need

    • A Formstack account and contact form set up
    • A SalesforceIQ account
  • Scan Business Cards Into SalesforceIQ

    Business cards are an oddity. Often still given out, but rarely used. This integration changes that.

    Using FullContact you can scan any business card on the spot which will automatically create a new relationship in SalesforceIQ. You can now keep track of those trade show contacts in SalesforceIQ.

    How It Works

    1. Scan a business card using FullContact's business card scanner
    2. FullContact's business card scanner will take up to 30 minutes to scan the card
    3. Zapier will automatically add that contact to SalesforceIQ as a relationship

    What You Need

    • The FullContact mobile app
    • Business Cards to scan
    • A SalesforceIQ account with API access
  • Create SalesforceIQ relationships from Stripe charges

    Connecting your CRM to your e-commerce and payment systems can be the difference between making a sale once to someone or keeping them as a satisfied customer. By automating certain transactions into your CRM, you'll always have information and context about your customers anytime you need it.

    How It Works

    1. You have a new charge in Stripe
    2. Zapier automatically creates a relationship in SalesforceIQ

    What You Need

    • Stripe account
    • SalesforceIQ account
  • Create QuickBooks customers from new SalesforceIQ relationships

    When you're preparing to close a deal, you need to make sure your accounting system is ready to capture the data. This Zap will automatically add your SalesforceIQ relationship as a customer in QuickBooks, so that you don't have to manually enter all the information in the books later.

    How It Works

    1. A new relationship is created in SalesforceIQ
    2. Zapier creates a new customer in QuickBooks

    What You Need

    • SalesforceIQ account
    • QuickBooks account
  • Create New SalesforceIQ Events from Zendesk Tickets

    If you have ever wanted to automatically record an event between contacts in SalesforceIQ and Zendesk, now you can with the help of Zapier. For example, the creation of a support ticket by a particular user in Zendesk can be associated with a contact inside of SalesforceIQ.

    How it works

    1. A user creates a new ticket in Zendesk
    2. Zapier connects that user to their record in SalesforceIQ and creates an event
  • Create Relationships in SalesforceIQ from Wufoo Form Submissions

    Using Zapier, you can connect your Wufoo forms directly to SalesforceIQ to create a relationship anytime your form is filled out. No more exporting data from one app to another, let Zapier do all of the work for you.

    How it works

    1. Someone fills out your Wufoo form
    2. Zapier takes that data and creates a brand new relationship in a specific SalesforceIQ list.
  • Log events in SalesforceIQ for new DocSend visits

    DocSend tells you which prospects are engaged and what exactly about your pitch they're most engaged with, so it's a natural to want to access this information from your CRM. With this DocSend to SalesforceIQ integration you'll be able to do just that.

    How It Works

    1. Someone visits one of your DocSend links
    2. Zapier logs a new event on the matching person in your SalesforceIQ account

    What You Need

    • DocSend account
    • SalesforceIQ account
  • Create Asana projects from new SalesforceIQ relationships

    Keep your team in the loop with your sales cycle and help them know what next steps to take with this Asana and SalesforceIQ Zap. This Zap will create Asana projects for each new relationship in SalesforceIQ, so there is one place to store all team tasks related to the relationship.

    How It Works

    1. A new relationship is created in SalesforceIQ
    2. Zapier creates a new project in Asana

    What You Need

    • Asana account
    • SalesforceIQ account
  • Create SalesforceIQ relationships from Autopilot contacts

    Want to create a new relationship in SalesforceIQ when you add an Autopilot contact to a list? Now you can with this Zapier integration. Zapier will take contacts added to the list of your choice and add them to SalesforceIQ as new relationships.

    How It Works

    1. A contact is added to a list in Autopilot
    2. Zapier creates a relationship in SalesforceIQ

    What You Need

    • SalesforceIQ account with admin token
    • Autopilot account with admin token
  • Save Gmail messages as SalesforceIQ events

    Monitor customer interactions across application platforms when you use this Gmail to SalesforceIQ automation. Set it up, and with every inbound email in Gmail—or new messages in a label you select—Zapier will create a new event in SalesforceIQ. It's an easy way to log every interaction with your customers.

    How It Works

    1. An inbound email is received in Gmail
    2. Zapier creates a new event in SalesforceIQ

    What You Need

    • Gmail account
    • SalesforceIQ account
  • Create SalesforceIQ Events from Evernote

    Evernote is one of the best tools for taking notes. Once you take notes often times you need to share those notes with colleagues.

    This integration makes it a breeze to share Evernote notes as events in SalesforceIQ.

    How It Works

    1. Create an Evernote note
    2. Tag the note with email addresses of participants
    3. Zapier automatically creates an event in SalesforceIQ

    What You Need

    • An Evernote account
    • A SalesforceIQ account with API access
  • Send HubSpot form entries to SalesforceIQ

    Our marketing automation software includes a lot of helpful tools to assist in our workflow, such as forms and other ways to gather lead information. However, having that data in our CRM too is also very important, but generally means we have to do a lot of extra work to duplicate the data. With Zapier, you can connect any tool you use together and let automation do all of the work.

    How It Works

    1. Someone fills out your HubSpot form
    2. Zapier automatically creates a relationship in SalesforceIQ

    What You Need

    • HubSpot account
    • SalesforceIQ account
  • Add new Eventbrite attendees to SalesforceIQ as relationships

    Rather than waiting for a one-time import of attendees into SalesforceIQ, use Zapier to start automatically adding new attendees to your CRM. Once you set up this Eventbrite-SalesforceIQ integration, new attendees from that point forward are individually added as leads.

    Note: This Zapier integration doesn't import already registered event attendees into SalesforceIQ—only new attendees after you've set it up.

    How It Works

    1. Zapier keeps an eye on your event's attendee list
    2. When a new attendee registers, Zapier adds that individual to SalesforceIQ as a relationship (customizable)

    What You Need

    • Eventbrite account with live event
    • SalesforceIQ account
  • Create SalesforceIQ relationships from new Webhooks

    Zapier's Webhooks integration allows you to integrate to any app that supports webhooks. Add a Zapier webhook URL to that app to automatically receive a POST request when certain things happen in the app.

    With this integration, Zapier can use the request data to automatically create a new SalesforceIQ relationship when the request is received. Once you set up this Webhook to SalesforceIQ integration, new webhook requests received from that point forward are individually added as new relationships on a SalesforceIQ list. It's the perfect way to integrate your custom apps with SalesforceIQ.

    How It Works

    1. Your app sends a request containing data to your Zapier webhook URL
    2. Zapier adds that request data to your SalesforceIQ list as a new relationship

    What You Need

    • An app that is able to send POST requests to a webhook
    • A SalesforceIQ account
  • Create SalesforceIQ events from new Freshdesk tickets

    You can register new Freshdesk tickets as events against your SalesforceIQ contacts with this integration. Zapier can monitor your Freshdesk account, automatically adding events to your SalesforceIQ contacts as new tickets are raised.

    After this integration is set up, new Freshdesk tickets from that point forward will be saved as events on a SalesforceIQ contact.

    How It Works

    1. A new Freshdesk ticket is raised
    2. Zapier adds an event against a SalesforceIQ contact

    What You Need

    • A Freshdesk account
    • A SalesforceIQ account
  • Create SalesforceIQ events from new Wufoo from entries

    You can use Wufoo forms to capture SalesforceIQ events from your own contacts. Make sure to include an email address field on your form and Zapier can automatically add these entries to SalesforceIQ as new events against your contact.

    After this integration is set up, new Wufoo forms submitted from that point forward will be saved as events against a SalesforceIQ contact.

    How It Works

    1. A new Wufoo form is submitted
    2. Zapier adds an event against a SalesforceIQ contact

    What You Need

    • A published Wufoo form
    • A SalesforceIQ account
  • Create SalesforceIQ relationships from new Office 365 emails

    Automatically save Office 365 emails to SalesforceIQ as relationships on a list with this integration. Zapier can monitor your Office 365 account, and save new emails to your SalesforceIQ account as they are received.

    After this integration is set up, new Office 365 emails from that point forward will be saved as relationships on a SalesforceIQ list. It'll ensure you're able to track everyone who emails you in Office 365.

    How It Works

    1. A new Office 365 email is received
    2. Zapier adds a new relationship to a SalesforceIQ list

    What You Need

    • An Office 365 account
    • A SalesforceIQ account

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SalesforceIQ Integration Details

Launched on Zapier October 31, 2012

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.

Zapier combines Triggers (like "New Relationship (V2)") and Actions (like "Add Event") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Find a Relationship

Find an existing Relationship on a List

Find Contact

finds a contact

Find Account

Find accounts based on names.

Add Event

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

Create Relationship

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

Update Field Values

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

New Relationship (V2)

Triggers when a relationship is created.

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SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.