SendSafely + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between SendSafely and Salesforce.


Get started with workflows like: Create Salesforce case comments when new items are submitted to your SendSafely Dropzone. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect SendSafely + Salesforce in Minutes

It's easy to connect SendSafely + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Dropzone Submission

Triggers when a new file is submitted to your Hosted Dropzone on the SendSafely Web Portal.

New Record

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

Updated Record

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

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How SendSafely + Salesforce Integrations Work

  1. Step 1: Authenticate SendSafely + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect SendSafely + Salesforce