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Set up your first integration
Quickly connect Reachinbox to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Reachinbox 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 "New Event" from Reachinbox.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Reachinbox 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.
- CampaignRequired
- EventsRequired
Try ItTriggerInstant- Campaign SelectionRequired
- Email AddressRequired
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- Campaign SelectionRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or complete
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
ActionWrite- Camapign SelectionRequired
- Email addressRequired
- New StatusRequired
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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