Salesforce + Swapcard Organizer

Update person groups in Swapcard Organizer when fields on Salesforce records are updated

Maintain seamless coordination between your Salesforce records and Swapcard Organizer person groups with this workflow. Any modifications in Salesforce leads to instant updates in Swapcard Organizer, making data management easier for your sales team. Effectively enhance consistency and save time by bridging the gap between these two platforms.

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!
Update Event Person Groups
Update an event person groups.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- 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
- EventRequired
Trigger
Instant
Try It
- EventRequired
Trigger
Instant
Try It
- EventRequired
Trigger
Instant
Try It
- EventRequired
- Name of the exhibitorRequired
- External identifier to ensure uniquenessRequired
- Description of the exhibitor
- Logo URL
- Website URL
- Twitter
- Linkedin
- Facebook
- Export Advertisements
- Export Chats
- Export Contacts
- Export Documents
- Export Exhibitor Items
- Export Exhibitor Pages
- Export Meetings Confirmed
- Export Registrations
- Export Watched Exhibitor Plannings
- View Visits
- Invite Members
- Scan Badge
- City
- Country
- Place
- State
- Street
- Zip Code
Action
Write
- EventRequired
- Search FieldRequired
- Search ValueRequired
- Exhibitor
- ActionRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
- EventRequired
- SessionRequired
- ActionRequired
Action
Write
- Search FieldsRequired
- Search ValueRequired
- EventRequired
Action
Search
- Search FieldsRequired
- Search ValueRequired
- EventRequired
- Client IdRequired
- Force updateRequired
- Event Ticket
- Ticket Status
- Email
- First NameRequired
- Last NameRequired
- Event GroupsRequired
- Job Title
- Photo URL
- Organization/Company
- Website URL
- Biography
- City
- Country
- Place
- State
- Street
- Zip Code
- Mobile Phone
- Landline Phone
- Barcode
- Linkedin
- Facebook
- Twitter
- Youtube
- Instagram
- Skype
- Is Visible
- Exhibitor
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
- 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
- EventRequired
- Analytics Activity NameRequired
Trigger
Polling
Try It
- EventRequired
Trigger
Instant
Try It
- EventRequired
Trigger
Instant
Try It
- EventRequired
- Search FieldRequired
- Search ValueRequired
- Badge TypeRequired
- Badge ValueRequired
Action
Write
- EventRequired
- Client IdRequired
- Force updateRequired
- Event Ticket
- Ticket Status
- Email
- First NameRequired
- Last NameRequired
- Event GroupsRequired
- Job Title
- Photo URL
- Organization/Company
- Website URL
- Biography
- City
- Country
- Place
- State
- Street
- Zip Code
- Mobile Phone
- Landline Phone
- Barcode
- Linkedin
- Facebook
- Twitter
- Youtube
- Instagram
- Skype
- Is Visible
- Exhibitor
Action
Write
- Event GroupsRequired
- Search FieldRequired
- Search ValueRequired
- ActionRequired
- EventRequired
Action
Write
- EventRequired
- Client IdRequired
- Force updateRequired
- Event Ticket
- Ticket Status
- Email
- First NameRequired
- Last NameRequired
- Event GroupsRequired
- Job Title
- Photo URL
- Organization/Company
- Website URL
- Biography
- City
- Country
- Place
- State
- Street
- Zip Code
- Mobile Phone
- Landline Phone
- Barcode
- Linkedin
- Facebook
- Twitter
- Youtube
- Instagram
- Skype
- Is Visible
- Exhibitor
Action
Write
- Planning IdRequired
- EventRequired
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 Swapcard Organizer

Swapcard Organizer is an event platform for virtual, hybrid, and in-person events.

Related categories

Event Management

Related Zap Templates

Create people in Swapcard Organizer from new outbound messages in Salesforce

Related Zap Templates

Create people in Swapcard Organizer from new outbound messages in Salesforce

Salesforce + Swapcard Organizer

Update person groups in Swapcard Organizer when fields on Salesforce records are updated

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

New Exhibitor

New Meeting

Updated Person

Create Exhibitor

Add or Remove a Person as Member of the Exhihitors

Add a Person as Attending an Event Session

Find a Person

Find or Create an Event Person

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 Analytics Activity

Updated Exhibitor

New Person

Add or Remove a Badge to a Person in an Event

Create Person

Update Event Person Groups

Update Person

Search Planning by Id

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Swapcard Organizer

Related categories

Related Zap Templates

Related Zap Templates