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Update projects in SubcontractorHub when records are updated in Salesforce
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Salesforce + SubcontractorHub

Update projects in SubcontractorHub when records are updated in Salesforce

Premium

Salesforce + SubcontractorHub

How Zapier works

Zapier makes it easy to integrate SubcontractorHub with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from SubcontractorHub

A trigger is an event that starts your Zap and runs the workflow. For example, with SubcontractorHub, a trigger could be "Select Active Users."

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.

That’s it! You just connected SubcontractorHub to Salesforce

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

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Customers have created over 25 million Zaps on the platform

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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 SubcontractorHub 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 SubcontractorHub and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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

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.

Select Active Users
get the list of active users for the selected organization
Trigger
Polling
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- Organization
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Job Type
  Required
- Type
  Required
- Category
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
- Latitude
- Longitude
- Job Type
  Required
- Qualifying Representative
- Sales Rep First Name
- Sales Rep Last Name
- Sales Rep Email
- Sales Rep Phone
- Sales Rep His Number
- Lead Source
- Lead Sub Source
- Lead Score
- Notes
- Organization
- Company
- Description
- From Url
- Status
- Annual Revenue
- Employees
- Email Opt Out
- Utm Campaign
- Utm Source
- Utm Medium
- Utm Content
- Utm Term
- website
- Engagement History
- Spanish
- Preferred Contact Method
- Referred By
- Do Not Call
- Do Not Text
- Legal
- Default Timezone
- External Lead Id
- State
  Required
- Territory
Action
Write

- Unique Id
  Required
- Finance Partner
- Finance Term Year
- Finance Rate
- Finance PPW
- Finance Monthly Payment
- Organization
- Contract Signed URL
- County
- Country
- Latitude
- Longitude
- Downpayment
- Discounts Total
- Base System Cost
- Battery Total
- Adders Total
- Dealer Fee
- Contract Amount
- Utility Company
- Utility Bill
- Module Manufacturer
- Inverter Name
- Inverter Manufacturer
- Inverter Quantity
- Annual Production
- Annual Usage
- System Size (KW)
- Finance Type
- Contract Type
- Finance Escalator Rate
- Last Name
- Phone
- Owner Email
- Sales Representation Name
- Current Stage
- Sales Representation Email
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It

- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- 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
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Organization
Trigger
Polling
Try It
- Organization
Trigger
Instant
Try It
- Material Name
- Description
- Delivery Type
- Manufacturer
  Required
- SKU
  Required
- Part Number
  Required
- Type
  Required
- Job Type
  Required
- Pack Size
  Required
- Quantity
  Required
- Active
- No Of Item
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
- Country Code
- Job Type
  Required
- Organization
- Lead Source
- Lead Sub Source
- Do Not Text
- Do Not Call
- Do Not Email
- Spanish
- Preferred Contact Method
- Referred By
- Sales Notes
- Qualifying Representative
- Campaign Number
- Lead Score
- Custom Fields
- Select Owner
  Required
Action
Write
- Job Type
  Required
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- First Name
  Required
- Last Name
- Email
- Module Name
  Required
- Module Watts
  Required
- Module Total Panels
  Required
- Battery Name
  Required
- Battery Price
  Required
- Battery Size (kwh)
  Required
- Battery Quantity
  Required
- Organization
- External Id
  Required
- Territory
Action
Write
- Unique Id
  Required
- Organization
- Fields [0] Field Key
- Fields [0] Field Value
- Fields [1] Field Key
- Fields [1] Field Value
- Fields [2] Field Key
- Fields [2] Field Value
- Fields [3] Field Key
- Fields [3] Field Value
- Fields [4] Field Key
- Fields [4] Field Value
- Fields [5] Field Key
- Fields [5] Field Value
- Fields [6] Field Key
- Fields [6] Field Value
- Fields [7] Field Key
- Fields [7] Field Value
- Fields [8] Field Key
- Fields [8] Field Value
- Fields [9] Field Key
- Fields [9] Field Value
- Fields [10] Field Key
- Fields [10] Field Value
- Fields [11] Field Key
- Fields [11] Field Value
- Fields [12] Field Key
- Fields [12] Field Value
- Fields [13] Field Key
- Fields [13] Field Value
- Fields [14] Field Key
- Fields [14] Field Value
- Fields [15] Field Key
- Fields [15] Field Value
- Fields [16] Field Key
- Fields [16] Field Value
- Fields [17] Field Key
- Fields [17] Field Value
- Fields [18] Field Key
- Fields [18] Field Value
- Fields [19] Field Key
- Fields [19] Field Value
- Fields [20] Field Key
- Fields [20] Field Value
- Fields [21] Field Key
- Fields [21] Field Value
- Fields [22] Field Key
- Fields [22] Field Value
- Fields [23] Field Key
- Fields [23] Field Value
- Fields [24] Field Key
- Fields [24] Field Value
- Fields [25] Field Key
- Fields [25] Field Value
- Fields [26] Field Key
- Fields [26] Field Value
- Fields [27] Field Key
- Fields [27] Field Value
- Fields [28] Field Key
- Fields [28] Field Value
- Fields [29] Field Key
- Fields [29] Field Value
- Fields [30] Field Key
- Fields [30] Field Value
- Fields [31] Field Key
- Fields [31] Field Value
- Fields [32] Field Key
- Fields [32] Field Value
- Fields [33] Field Key
- Fields [33] Field Value
- Fields [34] Field Key
- Fields [34] Field Value
- Fields [35] Field Key
- Fields [35] Field Value
- Fields [36] Field Key
- Fields [36] Field Value
- Fields [37] Field Key
- Fields [37] Field Value
- Fields [38] Field Key
- Fields [38] Field Value
- Fields [39] Field Key
- Fields [39] Field Value
- Fields [40] Field Key
- Fields [40] Field Value
- Fields [41] Field Key
- Fields [41] Field Value
- Fields [42] Field Key
- Fields [42] Field Value
- Fields [43] Field Key
- Fields [43] Field Value
- Fields [44] Field Key
- Fields [44] Field Value
- Fields [45] Field Key
- Fields [45] Field Value
- Fields [46] Field Key
- Fields [46] Field Value
- Fields [47] Field Key
- Fields [47] Field Value
- Fields [48] Field Key
- Fields [48] Field Value
- Fields [49] Field Key
- Fields [49] Field Value
- Fields [50] Field Key
- Fields [50] Field Value
- Fields [51] Field Key
- Fields [51] Field Value
- Fields [52] Field Key
- Fields [52] Field Value
- Fields [53] Field Key
- Fields [53] Field Value
- Fields [54] Field Key
- Fields [54] Field Value
- Fields [55] Field Key
- Fields [55] Field Value
- Fields [56] Field Key
- Fields [56] Field Value
- Fields [57] Field Key
- Fields [57] Field Value
- Fields [58] Field Key
- Fields [58] Field Value
- Fields [59] Field Key
- Fields [59] Field Value
- Fields [60] Field Key
- Fields [60] Field Value
- Fields [61] Field Key
- Fields [61] Field Value
- Fields [62] Field Key
- Fields [62] Field Value
- Fields [63] Field Key
- Fields [63] Field Value
- Fields [64] Field Key
- Fields [64] Field Value
- Fields [65] Field Key
- Fields [65] Field Value
- Fields [66] Field Key
- Fields [66] Field Value
- Fields [67] Field Key
- Fields [67] Field Value
- Fields [68] Field Key
- Fields [68] Field Value
- Fields [69] Field Key
- Fields [69] Field Value
- Fields [70] Field Key
- Fields [70] Field Value
- Fields [71] Field Key
- Fields [71] Field Value
- Fields [72] Field Key
- Fields [72] Field Value
- Fields [73] Field Key
- Fields [73] Field Value
- Fields [74] Field Key
- Fields [74] Field Value
- Fields [75] Field Key
- Fields [75] Field Value
- Fields [76] Field Key
- Fields [76] Field Value
- Fields [77] Field Key
- Fields [77] Field Value
- Fields [78] Field Key
- Fields [78] Field Value
- Fields [79 Field Key
- Fields [79] Field Value
- Fields [80] Field Key
- Fields [80] Field Value
- Fields [81] Field Key
- Fields [81] Field Value
- Fields [82] Field Key
- Fields [82] Field Value
- Fields [83] Field Key
- Fields [83] Field Value
- Fields [84] Field Key
- Fields [84] Field Value
- Fields [85] Field Key
- Fields [85] Field Value
- Fields [86] Field Key
- Fields [86] Field Value
- Fields [87] Field Key
- Fields [87] Field Value
- Fields [88] Field Key
- Fields [88] Field Value
- Fields [89] Field Key
- Fields [89] Field Value
- Fields [90] Field Key
- Fields [90] Field Value
- Fields [91] Field Key
- Fields [91] Field Value
- Fields [92] Field Key
- Fields [92] Field Value
- Fields [93] Field Key
- Fields [93] Field Value
- Fields [94] Field Key
- Fields [94] Field Value
- Fields [95] Field Key
- Fields [95] Field Value
- Fields [96] Field Key
- Fields [96] Field Value
- Fields [97] Field Key
- Fields [97] Field Value
- Fields [98] Field Key
- Fields [98] Field Value
- Fields [99] Field Key
- Fields [99] Field Value
- Fields [100] Field Key
- Fields [100] Field Value
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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About SubcontractorHub

SubcontractorHub is a CRM and design measurement tool for Roofing Contractors and Organisations.

Related categories

CRM (Customer Relationship Management)

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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