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

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Salesforce
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Salesforce
1. Choose trigger event
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Spark
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Spark
2. Choose action
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1. Select the event
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Salesforce
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 "Create Contact" in Spark.

You’re connected!

Zapier seamlessly connects Salesforce and Spark, 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.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    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

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Customers have created over 25 million Zaps on the platform

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

Connect Salesforce and Spark 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Salesforce to Spark integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + Spark integrations

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

How can we integrate Salesforce with Spark?

To integrate Salesforce with Spark, you need a middleware or integration platform that allows connecting both APIs. We offer tools to set up triggers in Salesforce, such as 'New Contact' or 'New Opportunity,' which can activate corresponding actions in Spark like creating a new data entry or sending automated messages.

What is required for setting up triggers between Salesforce and Spark?

You'll need access to both your Salesforce and Spark accounts and the necessary permissions to create triggers. Within our platform, you set up the trigger event in Salesforce, such as updating a lead status, which then maps to an action in Spark, like updating project tasks.

Can I automate updates from Salesforce to reflect changes in Spark?

Yes, using our integration tools, you can automate this process. By setting a trigger event in Salesforce like 'Opportunity Won,' you can automatically initiate actions in Spark such as updating relevant records or notifying your team.

Is it possible to customize actions taken when a trigger is activated?

Absolutely! Our integration platform allows customizing the actions based on specific triggers from Salesforce. Whether it's syncing data or sending alerts via Spark, these actions can be tailored according to your business needs.

Does your integration support batch processing for data from Salesforce?

Our solution supports batch processing enabling efficient handling of large volumes of data. When a batch update occurs in Salesforce, it's possible to configure corresponding bulk actions within Spark without manual intervention.

How do I monitor if the integration between Salesforce and Spark is working correctly?

Monitoring is facilitated through our dashboard where you can view logs of triggers and actions executed between Salesforce and Spark. We also provide notifications for any errors encountered during the integration process.

Are there any limitations when integrating custom objects from Salesforce with Spark?

While most standard objects are supported seamlessly, integrating custom objects might require additional configuration. Our support team assists with mapping these objects effectively within the integration setup.

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Spark
Spark is a modern Medicare brokerage platform to manage the full lifecycle of a client from quoting to post-enrollment support.
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