RevSend + Salesforce

Send digital gift campaign links from RevSend for new Salesforce record updates

When a Salesforce record field is updated, this Zap automatically sends a RevSend digital gift campaign link directly to your contact. This integration streamlines your gifting workflow by eliminating manual processes, allowing you to promptly deliver personalized digital gifts

When this happens...
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
automatically do this!
Send Digital Gift Campaign Link
Sends a link for a digital gift campaign that can include multiple gift card options.
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
Order Status Updated
Triggers when an order status is updated.
Trigger
Instant
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- UserRequired
- CampaignRequired
- NameRequired
- Organization
- MessageRequired
Action
Write
- UserRequired
- CampaignRequired
- NameRequired
- EmailRequired
- MessageRequired
Action
Write
- UserRequired
- CampaignRequired
- NameRequired
- Organization
- EmailRequired
- Email SubjectRequired
- MessageRequired
Action
Write

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
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- 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 Order Created
Triggers when an order is created.
Trigger
Instant
Try It
- UserRequired
- CampaignRequired
- Name
- Organization
- EmailRequired
- MessageRequired
Action
Write
- UserRequired
- GiftRequired
- NameRequired
- Organization
- MessageRequired
Action
Write
- UserRequired
- Gift CardRequired
- NameRequired
- Organization
- EmailRequired
- Email SubjectRequired
- MessageRequired
- Reward ValueRequired
Action
Write
- UserRequired
- GiftRequired
- NameRequired
- Organization
- AddressRequired
- Apartment, suite, etc.
- CityRequired
- State / CityRequired
- CountryRequired
- Zip / Postal CodeRequired
- Phone
- MessageRequired
Action
Write

About RevSend

RevSend is an automated gift giving platform. Designed to elevate sales teams and foster human connection through personalized gifts!

Related categories

Sales & CRM

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

RevSend + Salesforce

Send digital gift campaign links from RevSend for new Salesforce record updates

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

Order Status Updated

Create Physical Gift Campaign Link

Send Digital Gift Campaign Link

Send Physical Gift Campaign Link

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 Order Created

Create Digital Gift Campaign Link

Request Address for Physical Gift

Send Digital Gift Card Email

Send Physical Gift to Address

About RevSend

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces