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Create new Salesforce records from completed SafetyCulture inspections
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SafetyCulture + Salesforce

Create new Salesforce records from completed SafetyCulture inspections

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SafetyCulture + Salesforce

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Zapier makes it easy to integrate SafetyCulture with Salesforce - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Action Created" from SafetyCulture.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects SafetyCulture 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.

Action Created
Triggers when an action is created.
Trigger
Polling
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Any Inspection Completed
Triggers when any inspection is completed.
Trigger
Polling
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- Template Name
  Required
Trigger
Polling
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- Inspection ID
  Required
- Export ID
  Required
Action
Write
- Inspection
  Required
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
- User ID(s)
- Group(s)
Action
Write

- Inspection ID
  Required
- Inspection report format
  Required
- Report layout
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Any Inspection Completed (Advanced)
Triggers when any inspection is completed. Advanced provides additional fields.
Trigger
Polling
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- Template
  Required
Trigger
Polling
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- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
Action
Write
- Template
  Required
Action
Write
- Email address
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Practical ways you can use SafetyCulture and Salesforce

Log completed inspections in Salesforce

When an inspection is marked as completed in SafetyCulture, create a new record in Salesforce to keep track of completed work. This integration allows business owners to maintain a clear history of inspections and associate them with customer-specific data in their CRM.

Business Owner

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Track Salesforce cases in SafetyCulture

Whenever a new case is created in Salesforce, trigger an action in SafetyCulture to monitor or resolve the corresponding issue. This automation allows IT teams to streamline case management and ensure escalations are documented and actionable.

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Sync inspection updates with Salesforce tasks

When an action is created in SafetyCulture, update or create a task in Salesforce to ensure project stakeholders are aligned. This integration simplifies task tracking and ensures no critical steps are overlooked.

Project Management

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Learn how to automate SafetyCulture on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your SafetyCulture to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about SafetyCulture + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SafetyCulture and Salesforce

How do I set up the integration between SafetyCulture and Salesforce?

To set up the integration, navigate to the Integrations section in your SafetyCulture account settings. Here, you'll find options to connect with Salesforce. Follow the prompts to authorize access and configure your desired connection settings. You can specify triggers, such as SafetyCulture inspection completion, and actions, like creating a new Salesforce task.

What triggers are available when connecting SafetyCulture with Salesforce?

You can use various triggers such as when an inspection is completed in SafetyCulture or when a new issue is identified. These triggers initiate actions in Salesforce, like updating a case or sending notifications.

Can I customize what happens in Salesforce after an inspection is completed in SafetyCulture?

Yes, you have the flexibility to customize actions taken in Salesforce after an inspection is completed in SafetyCulture. You may choose to create a new task, update existing records, or log information under related objects based on your business needs.

Do I need any technical skills to integrate SafetyCulture with Salesforce?

No technical skills are required for the integration itself. Our platform provides a user-friendly interface where you can easily select triggers from SafetyCulture and decide on corresponding actions in Salesforce through straightforward configuration steps.

Is it possible to automate alerts and task creation within Salesforce via this integration?

Absolutely, automation is one of the core features of our integration. You can configure automatic alerts for team members and create tasks within Salesforce when specific events occur in SafetyCulture.

How frequently does data sync between SafetyCulture and Salesforce occur?

Data synchronization occurs almost instantaneously as part of our real-time processing capabilities. When a trigger event happens in SafetyCulture, corresponding actions are executed immediately within Salesforce.

What kind of support do you offer if I encounter issues during setup?

We offer comprehensive support through guides available on our website and direct customer service assistance via email or chat for addressing any issues encountered during the setup process.

About SafetyCulture

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.

Learn moreLearn moreHelpHelp

Related categories

Product Management

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect SafetyCulture to Salesforce on the world's largest no-code automation platform

Explore SafetyCulture + Salesforce Integrations

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Explore SafetyCulture + Salesforce Integrations

webhook

Connect SafetyCulture and Salesforce to unlock the power of automation

Set up your first integration

Create new Salesforce records from completed SafetyCulture inspections

Create new Salesforce records from completed SafetyCulture inspections

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use SafetyCulture and Salesforce

Log completed inspections in Salesforce

Track Salesforce cases in SafetyCulture

Sync inspection updates with Salesforce tasks

Learn how to automate SafetyCulture on the Zapier blog

4 ways to automate SafetyCulture

Learn how to automate Salesforce on the Zapier blog

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Make work flow with AI

Frequently Asked Questions about SafetyCulture + Salesforce integrations

Connect SafetyCulture to Salesforce on the world's largest no-code automation platform

Explore SafetyCulture + Salesforce Integrations

Explore SafetyCulture + Salesforce Integrations