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Zapier makes it easy to integrate Connecteam with Salesforce - no code necessary. See how you can get setup in minutes.
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Connecteam
Connecteam
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Connecteam
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Clock In" from Connecteam.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Connecteam and Salesforce, automating your workflow.
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.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Connecteam and Salesforce with AI agents and code
Beyond Zap workflows. Call Connecteam and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Connecteam and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive User
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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
Practical ways you can use Connecteam and Salesforce
Monitor staff shifts in Salesforce.
Every time a new shift is scheduled in Connecteam, Zapier can automatically create a record in Salesforce. This allows business owners to keep an overview of staff schedules directly in their CRM, making it easy to match staffing with customer needs.
When a task is completed in Connecteam, Zapier can automatically create a new case in Salesforce. This helps support teams quickly open follow-up cases to provide proactive or consistent customer service.
When an employee clocks in on Connecteam, Zapier can create a record in Salesforce under the specified object. This workflow ensures a clear trail of working hours or shift starts recorded and easily accessible in the Salesforce system, streamlining workforce management and reporting.
Learn how to automate Connecteam on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Connecteam to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Connecteam + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Connecteam and Salesforce
What are the basic steps to integrate Connecteam with Salesforce?
Integrating Connecteam with Salesforce typically involves setting up triggers and actions that match your workflow. First, you'll need to authorize both Connecteam and Salesforce accounts in our integration platform. Once authorized, you can start creating a 'Zap' where you choose a trigger event in Connecteam (like a new task assigned) and an action on Salesforce (such as creating or updating a record).
How do I set up a trigger from Connecteam in Salesforce?
To set up a trigger from Connecteam, you'll need to identify the specific event that should initiate an action within Salesforce. For instance, if you want a new user addition in Connecteam to update your contacts in Salesforce, select 'New User' as the trigger event during the Zap configuration process.
Can I automate record updates in Salesforce based on changes in Connecteam?
Yes, you can automate record updates by setting actions to occur when there are changes made in Connecteam. One example is using the 'Updated Task' as your trigger so that any modification automatically updates corresponding records or fields within Salesforce.
Is it possible to sync data both ways between Connecteam and Salesforce?
Currently, our integration primarily supports one-way data flow from Connecteam into Salesforce. This means triggers are initiated based on events that occur within Connecteam while actions reflect those changes onto your Salesforce records.
Do I need coding skills to integrate Connecteam with Salesforce?
No coding skills are required for integrating these platforms using our services. The process involves selecting predefined triggers and actions through an easy-to-use interface which guides you step-by-step.
What types of actions can be triggered in Salesforce through this integration?
You can create various types of actions such as adding new leads, updating existing contact information, or generating notifications depending on the chosen triggers from the Connecteam app.
How often does data sync between the two systems once integrated?
The frequency of data syncing depends on how you've configured your Zaps. Most triggers result in actions taking place almost instantly after the event occurs unless specifically set with delays.
About Connecteam
Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
