Connect Salesforce and SweepBright to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Salesforce and SweepBright together. Build enterprise-grade automation in minutes.

Our most popular template

Create or update leads in Salesforce when new SweepBright leads are updated
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SweepBright + Salesforce
Create or update opportunities in Salesforce when the statuses of properties change in SweepBright
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SweepBright + Salesforce

Create or update leads in Salesforce when new SweepBright leads are updated

Details

Try it

SweepBright + Salesforce

Create or update opportunities in Salesforce when the statuses of properties change in SweepBright

Details

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SweepBright + Salesforce

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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 "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Accept Offer" in SweepBright.

You’re connected!

Zapier seamlessly connects Salesforce and SweepBright, 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.

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
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
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
- Flow
  Required
- Manual flow input parameters
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
- Query Type
  Required
- Include Deleted Records
Action
Search
- 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
Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
Try It
Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
Try It
Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
Try It
Visit Canceled
Triggers when a visit has been canceled.
Trigger
Instant
Try It
Visit Updated
Triggers when a visit has been updated.
Trigger
Instant
Try It
Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
Try It
Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
Try It
Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
Try It
Offer Created
Triggers when an Offer is created.
Trigger
Instant
Try It
Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
Try It
Owner Created
Triggers when a new owner is created.
Trigger
Instant
Try It
Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
Try It
Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
Try It
- Offer ID
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Write
- Buyers
  Required
- Buyer Fee Fixed
  Required
- Buyer Gross Amount
- Buyer Fee Percentage
  Required
- Currency
  Required
- Direction
  Required
- Owner Fee Fixed
  Required
- Owner Net Amount
- Owner Fee Percentage
  Required
- Notes
- Owners
  Required
- Parent Offer ID
- Property ID
  Required
- Valid Until
Action
Write
- Contact ID
  Required
- Label IDs
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Search Query
  Required
- Office ID
- Contact Type
Action
Search
- Search Query
  Required
- Office ID
Action
Search
- Search Query
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  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
- Report
  Required
- 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 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
- SOSL Query
  Required
Action
Search
- 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
Property Created or Updated
Triggers when a property is created or updated.
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
Try It
Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
Try It
Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
Try It
Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
Try It
Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
Try It
Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
Try It
Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
Try It
Owner Updated
Triggers when an owner is updated.
Trigger
Instant
Try It
Property Status Changed
Triggers when property status is changed.
Trigger
Instant
Try It
- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Property ID
  Required
- Visibility
  Required
Action
Write
- Property ID
- Company
- E-Mail Address
  Required
- First Name
- Last Name
  Required
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office ID
  Required
- Type
  Required
- Status
  Required
- Negotiator Email
  Required
- Transaction Type
  Required
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- Country
  Required
Action
Write
- Contact ID
  Required
- Property ID
  Required
- Relation
Action
Write
- Offer ID
  Required
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer ID
  Required
- Notes
- Owners
- Valid Until
Action
Write
- Offer ID
  Required
Action
Search
- Search Query
  Required
Action
Search
- Search Query
  Required
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Search or write

For AI agents & developers

Use Salesforce and SweepBright with AI agents and code

Beyond Zap workflows. Call Salesforce and SweepBright actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Salesforce and SweepBright actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Campaign
Accept Offer

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Salesforce and SweepBright actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesforce / sweepbright action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

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G2 Badge - Leader Mid-Market - Winter 2024

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Salesforce and SweepBright to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

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

Learn about AI automation

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About SweepBright

SweepBright is a real estate CRM that turns listings and leads into simple workflows, with automation and plug-and-play integrations.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Connect Salesforce and SweepBright to power AI-driven automation

Launch your first automated workflow

Create or update leads in Salesforce when new SweepBright leads are updated

Create or update opportunities in Salesforce when the statuses of properties change in SweepBright

Create or update leads in Salesforce when new SweepBright leads are updated

Create or update opportunities in Salesforce when the statuses of properties change in SweepBright

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

Use Salesforce and SweepBright with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Connect Salesforce and SweepBright to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

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