Accountable CRM + Salesforce

Create or update contacts in Accountable CRM when new contacts are added in Salesforce

Streamline your work process by connecting Salesforce with Accountable CRM. Whenever a new contact is added in Salesforce, this workflow will immediately ensure that the same contact information is mirrored in Accountable CRM. This proven strategy not only saves time but also helps maintain consistent contact data across both your Salesforce and Accountable CRM platforms.

When this happens...
New Contact
Triggers when a new Contact is created.
TriggerPolling
automatically do this!
Create or Update Contact
Creates or updates a contact in the 90-Day Sales platform.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- 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
New or Updated Contact
Triggers when a contact is created or updated in the 90-Day Sales platform.
Trigger
Instant
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New Note
Triggers when a note is created in the 90-Day Sales platform.
Trigger
Instant
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New Task
Triggers when a task is created in the 90-Day Sales platform.
Trigger
Instant
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- Contact
Action
Write
- ContactRequired
Action
Write
- Contact
Action
Write
- Email AddressRequired
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- 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
New Activity
Triggers when a new activity is created in the 90-Day Sales platform.
Trigger
Instant
Try It
New Follow-Up
Triggers when a follow-up is created in the 90-Day Sales platform.
Trigger
Instant
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New Sale
Triggers when a sale is created in the 90-Day Sales platform.
Trigger
Instant
Try It
- Activity TypeRequired
- Contact
Action
Write
- ContactRequired
Action
Write
- ContactRequired
Action
Write
Create Task
Creates a new task in the 90-Day Sales platform.
Action
Write
- Email AddressRequired
- Contact
Action
Search or write

About Accountable CRM

Manage your customer relationships and streamline marketing efforts with Accountable CRM, your all-in-one solution for effective communication and organization.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Related Zap Templates

Update and manage contacts in Accountable CRM when records are updated in Salesforce

Related Zap Templates

Update and manage contacts in Accountable CRM when records are updated in Salesforce

Accountable CRM + Salesforce

Create or update contacts in Accountable CRM when new contacts are added in Salesforce

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

New or Updated Contact

New Note

New Task

Create or Update Contact

Create Follow-Up

Create Sale

Find or Create Contact

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

New Activity

New Follow-Up

New Sale

Create Activity

Create Email

Create Note

Create Task

Find or Create Contact

About Accountable CRM

Related categories

Similar apps

Zapier Interfaces

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates