LoyaltySurf + Salesforce

Initiate loyalty actions in LoyaltySurf from newly updated fields on Salesforce records

Looking to send gift cards automatically after a prospect completes a demo call with your sales team? This Zapier integration has got you covered! Every time the specified field in Salesforce (be it email address or status) is updated, this template will trigger a loyalty action in LoyaltySurf and send out a reward, keeping them happy and engaged. With just a few clicks, you can make it happen effortlessly.

Looking to send gift cards automatically after a prospect completes a demo call with your sales team? This Zapier integration has got you covered! Every time the specified field in Salesforce (be it email address or status) is updated, this template will trigger a loyalty action in LoyaltySurf and send out a reward, keeping them happy and engaged. With just a few clicks, you can make it happen effortlessly.

  1. When this happens...
    SalesforceSalesforce
    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
  2. automatically do this!
    LoyaltySurfLoyaltySurf
    Trigger Loyalty Action

    Triggers a loyalty action to unlock a reward.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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loyaltysurf logo

About LoyaltySurf

LoyaltySurf is loyalty software for B2C, FinTech, and SaaS companies.

Related categories

  • Customer Appreciation
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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