Salesforce + WooSender

Create or update WooSender contacts when new Salesforce leads are detected

Keep your marketing efforts aligned and efficient with this workflow. When a new lead is generated in Salesforce, a corresponding contact will be created or updated in the WooSender platform. This ensures your contact information is always up to date, making it easier to nurture relationships and turn leads into customers. Enjoy improved organization and never miss an opportunity with this simple but effective automation.

When this happens...
New Lead
Triggers when a new Lead is created.
TriggerPolling
automatically do this!
Create or Update Contact
Create a new contact or updates an existing contact based on email address
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
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
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
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
- 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
Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
Try It
Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
Try It
New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- PipelineRequired
- StageRequired
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- TitleRequired
- Start timeRequired
- End timeRequired
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- IdRequired
- TitleRequired
- Start timeRequired
- End TimeRequired
- Appointment AssigneeRequired
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
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
- 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
- Query TypeRequired
- Include Deleted Records
Action
Search
- 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
Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It
Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
Try It
- PipelineRequired
- StageRequired
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact NameRequired
- Heat ScoreRequired
- Value
- PipelineRequired
- StageRequired
- Numbers Of ProductsRequired
- Update all fields if an opportunity already exists in the same pipelineRequired
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact IDRequired
Action
Write
- Contact IDRequired
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

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

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn more

Related categories

Marketing

Salesforce + WooSender

Create or update WooSender contacts when new Salesforce leads are detected

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Appointment Cancelled

Appointment Updated

New Contact

Opportunity Deactivated From Pipeline/Stage

Tag Deleted

Create Appointment

Create Contact

Update Appointment

Find Appointments

Find or Create Contact

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Appointment Created

Marked as Attention

Opportunity Added or Moved to Pipeline/Stage

Tag Added

Add/Move Opportunity to Pipeline/Stage

Create or Update Contact

Get Contact

Update Contact

Find Contact

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About WooSender

Related categories

Related Zap Templates

Related Zap Templates