Connect Salesforce and Samsara to power AI-driven automation

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Start with a template that brings Salesforce and Samsara together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Samsara addresses from newly recorded Salesforce records
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Salesforce + Samsara

Create new Samsara addresses from newly recorded Salesforce records

Details

Try it

Salesforce + Samsara

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Address" in Samsara.

You’re connected!

Zapier seamlessly connects Salesforce and Samsara, 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.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
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
- Document Type
  Required
Trigger
Polling
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New Route Job Completion
Triggers when a job is newly completed in a Samsara route.
Trigger
Polling
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- First Name
- Last Name
- Email
- Phone Number
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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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 Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  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
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
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  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
New Route Added
Triggers when a new route is added to Samsara
Trigger
Polling
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- Formatted Address
  Required
- Name
  Required
- Contact Id
- Notes
- Radius (Meters)
  Required
Action
Write
- Name
  Required
- Driver Id
- Vehicle Id
- Scheduled Start Ms
  Required
- Start Location Address Id
  Required
- Job Notes
- Scheduled Arrival Time (ms)
  Required
- Scheduled Departure Time (ms)
- Destination Address Id
  Required
- Job Notes
Action
Write

For AI agents & developers

Use Salesforce and Samsara with AI agents and code

Beyond Zap workflows. Call Salesforce and Samsara 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 Salesforce and Samsara actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Create Address

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and Samsara actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / samsara action */ });

Run the SDK docs

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 who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Salesforce and Samsara 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.

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.

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.

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.

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.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Salesforce to Samsara integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Salesforce + Samsara integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Samsara

What is required to set up an integration between Salesforce and Samsara?

To set up the integration between Salesforce and Samsara, you'll need active accounts on both platforms. In Salesforce, you may need administrative access to configure necessary triggers such as account updates or changes in opportunity status. On the Samsara side, ensure your account supports API access, which is essential for data exchange.

Can we automate data synchronization from Samsara to Salesforce?

Yes, by using triggers such as 'New Vehicle' in Samsara, you can create actions in Salesforce like 'Create Record' for easy data synchronization between the two systems. Our platform facilitates these automated workflows seamlessly.

How do I handle errors encountered during integration?

When an error occurs during the integration process, our platform provides detailed logs that can help identify and resolve issues. Ensure you've configured triggers correctly on both Salesforce and Samsara, and check that required fields match in each platform.

Are there limitations on what data can be transferred between Salesforce and Samsara?

Data transfer capabilities depend largely on the APIs provided by each service. While most customer and vehicle-related data can be exchanged, some proprietary or highly sensitive information might not be supported due to API restrictions.

What types of actions in Salesforce can be triggered from Samsara events?

Samsara events such as 'New Safety Alert' or 'Updated Sensor Reading' can trigger a variety of actions in Salesforce like creating tasks, updating records, or sending notifications to specific team members.

Do I need coding skills to implement triggers and actions for this integration?

No coding skills are necessary for setting up the basic triggers and actions between Salesforce and Samsara. Our user-friendly platform allows you to establish these automation workflows through an intuitive interface without programming knowledge.

How frequently does data update when using this integration?

The frequency of data updates depends on how you've configured your triggers and actions. You can set them for real-time updates or choose scheduled intervals according to your operational needs.

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Samsara

Samsara is a cloud-connected sensor data platform for connected operations.

HelpHelp

Related categories

Devices

Connect Salesforce and Samsara to power AI-driven automation

Launch your first automated workflow

Create new Samsara addresses from newly recorded Salesforce records

Create new Samsara addresses from newly recorded Salesforce records

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Salesforce and Samsara with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Salesforce and Samsara to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

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Make work flow with AI

Frequently Asked Questions about Salesforce + Samsara integrations

Connect Salesforce to Samsara on the world's largest no-code automation platform