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Set up your first integration
Quickly connect PostHog to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate PostHog with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Action Performed" from PostHog.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects PostHog 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.
- OrganizationRequired
- ProjectRequired
- ActionRequired
Try ItTriggerInstant- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling
- OrganizationRequired
- ProjectRequired
- Event NameRequired
- User PostHog Distinct IDRequired
- Event Properties
- Timestamp
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant
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Practical ways you can use PostHog and Salesforce
Track customer project creation in CRM
Zapier ensures alignment across tools by triggering the creation of a record in Salesforce when a new project is added in PostHog. This keeps your business data centralized and reduces missed opportunities.
Business OwnerLog customer interactions in analytics
When a case attachment is added in Salesforce, Zapier captures the event in PostHog, creating a record in your analytics. Customer support teams can identify trends or issues without manually integrating customer data, improving resolution efficiency.
Customer Support OpsTag new leads as high-value in Analytics
When a new lead is created in Salesforce, Zapier automatically tags it as 'high-value' in PostHog Analytics. This ensures marketing can easily prioritize leads with more efficient data. By automating this process, teams save time and focus on conversions.
Marketing & Marketing Ops