Connect Flow and Salesforce to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Flow 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 "Completed Task" from Flow.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Flow 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.
- Workspace
Try ItTriggerPolling- Workspace
Try ItTriggerPolling- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- Workspace
Try ItTriggerPolling- Task NameRequired
- Task Note
- TeamRequired
- Project
- Section
- Assignee
- Due Date
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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Connect Flow and Salesforce 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
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
Frequently Asked Questions about Flow + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Flow and Salesforce
How do I set up a Flow integration with Salesforce?
To integrate Flow with Salesforce, you'll first need to ensure you have the necessary permissions in both systems. Start by logging into your Flow account, navigate to the 'Integrations' page, and select Salesforce from the list. You will then be prompted to log into your Salesforce account and grant the required permissions for data access. Our system will guide you through configuring triggers and actions that suit your needs.
What triggers are available when using Flow with Salesforce?
When integrating with Salesforce, you can use triggers like 'New Record', 'Updated Record', or 'Deleted Record'. These allow us to automatically start actions in Flow whenever specific changes happen in your Salesforce data.
Can I use custom objects in my Flow and Salesforce integration?
Yes, you can use custom objects from your Salesforce instance as part of your integration. When setting up triggers or actions, you'll have the option to select either standard or custom objects based on what best fits your workflow.
Are there any limitations to consider when integrating Flow with Salesforce?
Some limitations include API call limits set by Salesforce which may impact how frequently certain triggers and actions can be executed. Additionally, complex workflows involving multiple steps may require careful setup to ensure data synchronization aligns smoothly between platforms.
How can Flow handle record updates from Salesforce?
Flow supports handling record updates triggered by changes in specific fields within a Salesforce object. You can define a trigger such as 'Updated Record' and specify which fields should initiate a sequence of actions whenever they change.
Is it possible to trigger multiple actions in Flow from one event in Salesforce?
Yes, once a trigger event is captured from Salesforce, such as a new lead or opportunity creation, you can configure multiple subsequent actions within Flow. This might include sending notifications, updating other applications, or archiving records without manual intervention.
What types of actions can be performed in Salesforce via Flow integrations?
'Create Record', 'Update Record', and 'Find Record' are among the common actions we support that allow seamless interactions between Flow and your existing processes within Salesforce. This helps automate key tasks right from within our platform.
