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Integrate SlapFive with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from SlapFive

A trigger is an event that starts your Zap and runs the workflow. For example, with SlapFive, a trigger could be "New or Changed Request Fulfillment Board."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your SlapFive to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect SlapFive and Salesforce to integrate crucial parts of your business

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An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect SlapFive and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New or Changed Request Fulfillment Board
Triggers when a Fulfillment Board on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Trigger
Instant
Try It
New Content Share
Triggers when SlapFive customer content is shared from a Salesforce Opportunity.
Trigger
Instant
Try It
New or Changed Activity
Triggers when an Activity is created or updated in SlapFive.
Trigger
Instant
Try It
New or Changed Company
Triggers when a Company is created or updated in SlapFive.
Trigger
Instant
Try It
- SlapFive Object
  Required
- Hours Back
Trigger
Scheduled
Try It

New or Changed Story
Triggers when a Story is created or updated in SlapFive.
Trigger
Instant
Try It
- Company Name
  Required
- Company Description
- Company Size
- Industry
- Location
- Customer Since
- Products Owned
- Competitors Replaced
- Business Goals / Use Cases
- Salesforce Account ID
- Salesforce Matching Field 1
- Salesforce Matching Field 2
- Salesforce Matching Field 3
- Company Engagement Notes
- Program Status
- Active Status
- Anonymized Name
- Company Permissions
Action
Write

- Need
- For This Prospect or Purpose
- Activity Type
- Need By Date
- Request Date
- Requester Email Address
- Requester Name
- Team
- Request Status
- Fulfillment Date
- Note To Requester
- Request Notes
- Preferred Customers
- Salesforce OpportunityID
- Reason Unfulfilled
- Archived
- Rating Description
- RequestID
Action
Write
- Custom Field Name
- Custom Field Value
- Board ID
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Company Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- Story URL
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New or Changed Request Fulfillment Member
Triggers when a Fulfillment Member on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Trigger
Instant
Try It
New Content View
Triggers when SlapFive customer content that was shared from a Salesforce Opportunity is viewed by the recipient.
Trigger
Instant
Try It
New or Changed Board
Triggers when a Board is created or updated in SlapFive.
Trigger
Instant
Try It
New or Changed Member
Triggers when a Member is created or updated in SlapFive.
Trigger
Instant
Try It
New or Changed Request
Triggers when a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Trigger
Instant
Try It
- Email
  Required
- Activity Name
  Required
- Date
  Required
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Email
  Required
- Phone Number
- Company Name
  Required
- Membership Status
- Active Status
- Activity Types Willing to Do
- Engagement Note
- Join Date
- Functional Role
- Nominated By Name
- Nominated Date
- Salesforce Contact ID
- Company Description
- Company Program Status
- Company Active Status
- Industry
- Location
- Company Size
- Customer Since
- Products Owned
- Competitors Replaced
- Business Goals / Use Cases
- Company Engagement Notes
- Salesforce Account ID
- Salesforce Matching Field 1
- Salesforce Matching Field 2
- Salesforce Matching Field 3
- LinkedIn URL
- Twitter Handle
Action
Write
- CustomerID
  Required
- PromptID
  Required
- Story Type
  Required
- Story URL
- Custom Story Label
Action
Write
- SlapFive Object
  Required
- RequestID
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Company Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

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About SlapFive

SlapFive is a Customer Marketing and Advocacy Software platform for mobilizing customers and their voice to drive strategic growth initiatives.

Related categories

Marketing

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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