Connecteam + Salesforce

Create Salesforce records for new shifts scheduled in Connecteam

Improve your incoming scheduling processes with this Connecteam to Salesforce workflow. Whenever a new shift is added in Connecteam, a record of it is promptly created in Salesforce. Keep your tasks aligned and updated with seamless data transfer between your project management and CRM tools, enhancing efficiency and minimizing errors.

Improve your incoming scheduling processes with this Connecteam to Salesforce workflow. Whenever a new shift is added in Connecteam, a record of it is promptly created in Salesforce. Keep your tasks aligned and updated with seamless data transfer between your project management and CRM tools, enhancing efficiency and minimizing errors.

  1. When this happens...
    ConnecteamConnecteam
    New Shift in Scheduler

    Triggers when a new shift is created under the specified scheduler (real time trigger). Please note that this trigger doesn't support group shifts.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Time ClockRequired

    Trigger
    Instant
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    • Form NameRequired

    Trigger
    Instant
    Try It
    • SchedulerRequired

    Trigger
    Instant
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    • Task BoardRequired

    Trigger
    Instant
    Try It
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About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Learn more

Related categories

  • Scheduling & Booking
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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