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Choose a Trigger

Choose an Action

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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 Candidate Application" from Greenhouse.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Greenhouse and Salesforce, 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 Candidate Application
Triggers when a new application is submitted by a candidate.
Trigger
Polling
Try It
- Limit to Live Posts
Trigger
Polling
Try It
- Starting After
- Ending Before
Trigger
Polling
Try It
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
- Job
  Required
Action
Write
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
  Required
Action
Search

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
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

Candidate Hired
Triggers when a candidate is hired.
Trigger
Polling
Try It
- Watch Field
- Updated After
Trigger
Polling
Try It
New Scorecard Due
Triggers when there is a new Scorecard Due.
Trigger
Polling
Try It
- On_behalf_of
  Required
- Candidate
  Required
- Body
  Required
- Visibility
  Required
Action
Write
- On_behalf_of
  Required
- Candidate
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
Action
Write
- EmailAddress
  Required
Action
Search
- EmailAddress
  Required
- On_behalf_of
  Required
- First_name
  Required
- Last_name
  Required
- Personal_email_address
- Work_email_address
- Job
  Required
Action
Search or write
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

For AI agents & developers

Use Greenhouse and Salesforce with AI agents and code

Beyond Zap workflows. Call Greenhouse and Salesforce 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 Greenhouse and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Candidate
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Greenhouse and Salesforce 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({ /* greenhouse / salesforce 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.

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

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

Learn about AI automation

Frequently Asked Questions about Greenhouse + Salesforce integrations

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

How does the Greenhouse and Salesforce integration work through our platform?

The integration works by setting up a series of triggers and actions. For instance, when a candidate is moved to a specific stage in Greenhouse, it can trigger an action in Salesforce such as creating or updating a contact record. You'll set up these workflows on our platform by selecting specific triggers in Greenhouse that correspond to actions in Salesforce.

What are the prerequisites for integrating Greenhouse with Salesforce?

Before integrating, ensure you have administrative access to both your Greenhouse and Salesforce accounts. Additionally, you'll need permissions within our platform to create new integrations. It's crucial that both systems have the necessary API access enabled for seamless connectivity.

Can I customize triggers and actions between Greenhouse and Salesforce?

Yes, you can customize which specific events in Greenhouse will trigger an action in Salesforce. Our platform allows you to select from various triggers like 'New Candidate', 'Stage Change', etc., and map them to corresponding actions such as 'Create Record' or 'Update Record' in Salesforce.

What should I do if data isn't syncing correctly between Greenhouse and Salesforce?

First, verify that the correct triggers and actions are set up on our platform. Double-check your permissions and API settings both in Greenhouse and Salesforce. You can also refer to our troubleshooting guide or contact support if issues persist.

How do I handle duplicates when syncing data between Greenhouse and Salesforce?

Our platform provides several options for handling duplicates. You can set rules within your integration workflows that specify whether duplicates should be merged, updated, or ignored based on certain criteria like email address or candidate ID.

Is it possible to sync historical data from Greenhouse into Salesforce using this integration?

The integration primarily focuses on real-time syncs starting from the point of setup. However, for historical data migration, separate tools or services might need to be employed prior to setting up our real-time integrations.

How frequently does the sync occur between Greenhouse and Salesforce once integrated?

The frequency of sync depends on how you've configured your workflow triggers on our platform. Typically, changes made in either system will reflect almost instantly if you've opted for real-time syncing setups.

About Greenhouse

Greenhouse is a hiring software company. We create the technology, know-how and support for your business' hiring needs.

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Related categories

HR Talent & Recruitment

About Salesforce

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

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