Salesforce + SweepBright

Add new SweepBright leads to Salesforce

Using Salesforce to follow up on your real estate contacts can help you stay in touch and win more sales. Use this Zap to make sure every new lead in SweepBright is also added to your Salesforce account. Don't spend time on manual data input when you can spend time interacting with your leads and closing deals.

When this happens...
Lead Created
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
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Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
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Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
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New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
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Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
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Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
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Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
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Offer Created
Triggers when an Offer is created.
Trigger
Instant
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Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
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Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
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Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Property IDRequired
- VisibilityRequired
Action
Write
- Property ID
- Company
- E-Mail AddressRequired
- First Name
- Last NameRequired
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
Action
Write
- Office IDRequired
- TypeRequired
- StatusRequired
- Negotiator EmailRequired
- Transaction TypeRequired
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- CountryRequired
Action
Write
- Offer IDRequired
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer IDRequired
- Notes
- Owners
- Valid Until
Action
Write
- Offer IDRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

Property Created or Updated
Triggers when a is created and/or updated.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
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Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
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Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
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Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
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Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
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Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
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Property Status Changed
Triggers when property status is changed.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Offer IDRequired
Action
Write
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
Action
Write
- BuyersRequired
- Buyer Fee FixedRequired
- Buyer Gross Amount
- Buyer Fee PercentageRequired
- CurrencyRequired
- DirectionRequired
- Owner Fee FixedRequired
- Owner Net Amount
- Owner Fee PercentageRequired
- Notes
- OwnersRequired
- Parent Offer ID
- Property IDRequired
- Valid Until
Action
Write
- Contact IDRequired
- Property IDRequired
- Relation
Action
Write
- Offer IDRequired
Action
Write
- EmailRequired
- Office IDRequired
- Type
Action
Search
- EmailRequired
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
Action
Search or write
- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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

About SweepBright

SweepBright lets real estate professionals organize and promote listings, match them with leads, and close the deal—all from their phone.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Salesforce + SweepBright

Add new SweepBright leads to Salesforce

Document Requested: Non-Exclusive Agreement

Interaction Registered for Lead

Feedback Added to Interaction

New Visit Scheduled

Document Requested: Exclusive Agreement

Offer Accepted

Offer Cancelled

Offer Created

Offer Restored

Document Requested: Property Folder

Document Requested: Lease or Purchase Agreement

Archive Offer

Change Property Visibility

Property IDRequired

VisibilityRequired

Create Lead

Property ID

Company

E-Mail AddressRequired

First Name

Last NameRequired

Notes

Phone Number

Pronouns

Property Type Preference

Borough/District

Box/Unit Number

City/Town/Suburb

Country

Floor

Building Number

Postcode/Zip

Province/State/Territory

Street

Street 2

Location Preference Country

Location Preference Postal Codes

Max. Price/Rent

Min. Price/Rent

Min. Bedrooms

Looking to (Buy,Rent)

Team

External Source

Create Property

Office IDRequired

TypeRequired

StatusRequired

Negotiator EmailRequired

Transaction TypeRequired

Price

Currency

Street

Street 2

Number

Addition

Box

Floor

Postal Code

City

Province or State

Borough or District

CountryRequired

Refuse Offer

Offer IDRequired

Update Offer

Buyers

Buyer Fee Fixed

Buyer Gross Amount

Buyer Fee Percentage

Currency

Direction

Owner Fee Fixed

Owner Net Amount

Owner Fee Percentage

Offer IDRequired