Connecteam + Salesforce
Create Salesforce leads from new Connecteam form submissions
Transform your Connecteam form submissions into fresh leads on Salesforce instantly with this streamlined workflow. As soon as there's a new form submission in Connecteam, it fuels the creation of a lead in Salesforce, ensuring you never miss an opportunity. From staying connected with your potential customers to reducing manual data entry, this integration covers it all.
Transform your Connecteam form submissions into fresh leads on Salesforce instantly with this streamlined workflow. As soon as there's a new form submission in Connecteam, it fuels the creation of a lead in Salesforce, ensuring you never miss an opportunity. From staying connected with your potential customers to reducing manual data entry, this integration covers it all.
- When this happens...
New Form SubmissionTriggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWriteCreate a new record or update an existing record in your app.
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User Archived
Triggers when a user is archived
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user field was edited (real-time trigger).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time ClockRequired
Assigned UserRequired
Timezone
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Job Code
Description
Address
Users or Groups
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift titleRequired
Color
Shift StartRequired
Shift EndRequired
Timezone
Is this an Open Shift?
Does this shift require admin approval?
Do you want to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned user
Time ClockRequired
TimezoneRequired
Start TimeRequired
End TimeRequired
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Title
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation (Team/Channel)Required
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form IDRequired
Form Submission IDRequired
Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift IDRequired
Shift Title
Shift Start
Shift End
TimeZone
Is this an Open Shift?
Does this shift require admin approval?
Do you what to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Name
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appForm IDRequired
User ID
Submission Start Date
Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appTask BoardRequired
Label TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New User
Triggers when a new user is added (real time trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archive by phone numberRequired
User ID
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time ClockRequired
Assigned UserRequired
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Code
Description
Color
Address
Qualified Users or Groups
TitleRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned Task BoardRequired
Assigned Users
TitleRequired
Task Labels
Task StatusRequired
Start TimeRequired
Due DateRequired
Description
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone NumberRequired
User TypeRequired
Email Address
Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule IDRequired
Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient UserRequired
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
UserRequired
IndicatorRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned UserRequired
Policy NameRequired
BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
Form Submission IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScheduler IDRequired
Shift StartRequired
Shift EndRequired
Shift ID
Shift Title
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSub-Job TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Phone Number
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Connecteam
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