Salesforce + Versium REACH

Enrich newly-updated records fields in Salesforce with demographic insights from Versium REACH

Enrich a Salesforce record as soon as a field is updated with this Zap. Once active, it automatically captures demographic insights from Versium REACH before updating the same record without any added clicks. Effortlessly help customize the user journey, identify need, and offer a more tailored approach to your customer experience.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this...
Demographic Append
Appends demographic information to a customer list, including; basic demographic data, lifestyle & interest data, and political & donor data
ActionSearch
then do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- First Name
- Last Name
- Email Address
- Business Domain
- LinkedIn URL
Action
Search
- Output FieldsRequired
- First Name
- Last name
- Address
- Address 2
- City
- State
- ZIP
- Country
- Phone Number
- Email Address
- Match Type
- cfg_maxrecs
Action
Search
- IP AddressRequired
Action
Search
- Hashed EmailRequired
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- First Name
- Last Name
- Full Name
- Address
- Address 2
- City
- State
- ZIP
- Country
- Phone Number
- Email Address
- cfg_maxrecs
Action
Search
- First Name
- Last Name
- Address
- Address 2
- City
- State
- ZIP
- Country
- Phone Number
- Email Address
- cfg_maxrecs
Action
Search
- Output FieldsRequired
- First Name
- Last Name
- Address
- Address 2
- City
- State
- ZIP
- Country
- Phone Number
- Email Address
- cfg_maxrecs
Action
Search
- Domain
- Business Email
- Business Name
- Address
- City
- State
- ZIP
- Business Phone
Action
Search

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Versium REACH

Data enrichment tool powered by an industry-leading identity resolution engine that adds contact and insight information to first-party data.

Related categories

Contact Management

Related Zap Templates

Enrich new Salesforce leads with contact append in Versium REACH and add Pardot prospects to a list

Salesforce + Versium REACH

Enrich newly-updated records fields in Salesforce with demographic insights from Versium REACH

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

C2B Append

Contact Append

IP to Domain

HEM to Business Domain

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Business Online Audience Append

Consumer Online Audience Append

Demographic Append

Firmographic Append

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Versium REACH

Related categories

Related Zap Templates

Related Zap Templates