Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Salesforce with Microsoft Advertising - no code necessary. See how you can get setup in minutes.
100%
Help
Salesforce
Salesforce
1. Choose trigger event
Microsoft Advertising
Microsoft Advertising
2. Choose action
1. Select the event
Setup
Test
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 "Add Contact to Customer List" in Microsoft Advertising.
You’re connected!
Zapier seamlessly connects Salesforce and Microsoft Advertising, 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.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Customer ID
Required
Account ID
Required
Conversion Goal Name
Required
Microsoft Click ID
Required
Conversion Time
Required
Conversion Value
Currency Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer ID
Required
Account ID
Required
Customer List
Required
Contact type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Salesforce and Microsoft Advertising with AI agents and code
Beyond Zap workflows. Call Salesforce and Microsoft Advertising 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 Microsoft Advertising actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Add Contact to Customer List
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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
93%
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
Practical ways you can use Salesforce and Microsoft Advertising
Create customer lists for closed sales opportunities.
Keep your advertising efforts aligned with sales by automatically creating customer lists in Microsoft Advertising. With this Zapier workflow, whenever an opportunity is marked as closed in Salesforce, a corresponding customer list is created in Microsoft Advertising. This allows for precise retargeting or exclusive offers, saving time and improving ROI.
Add Salesforce leads to Microsoft Advertising customer lists.
Ensure your advertising targets the right people by syncing Salesforce leads with Microsoft Advertising. When a new lead is created in Salesforce, Zapier adds them to a designated Microsoft Advertising customer list. This streamlines ad targeting and helps marketing teams optimize campaigns more efficiently.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Salesforce to Microsoft Advertising integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Microsoft Advertising integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Microsoft Advertising
How do I trigger an action in Salesforce based on an event in Microsoft Advertising?
You can set up a trigger in our platform for specific events in Microsoft Advertising, such as when a new campaign is created or when a lead form is submitted. These triggers can then initiate actions like creating or updating records in Salesforce.
Can I update existing contacts in Salesforce with new information from Microsoft Advertising?
Yes, our integration allows you to update existing contacts in Salesforce when specific triggers occur in Microsoft Advertising, such as receiving a new lead. You can map fields from the advertising platform to ensure accurate updates.
Is it possible to automate the creation of tasks in Salesforce from activities recorded in Microsoft Advertising?
Indeed, you can create automation rules so that certain activities tracked in Microsoft Advertising, like budget thresholds being exceeded, automatically generate tasks in Salesforce for your sales or marketing team.
What happens if there's an error during data sync between the platforms?
If an error occurs during data synchronization between Microsoft Advertising and Salesforce, we have built-in error handling to notify you via alerts. You can review these alerts within our dashboard to take corrective actions.
How customizable are the triggers and actions for this integration?
Our integration platform offers highly customizable triggers and actions. You can define which events from Microsoft Advertising will prompt specific responses or updates within your Salesforce account, tailoring them to meet your business needs.
Do I need any coding skills to set up this integration between Salesforce and Microsoft Advertising?
No coding skills are required! Our platform provides a user-friendly interface with drag-and-drop functionality for setting up integrations so that anyone on your team can configure the necessary workflows without technical expertise.
Can I filter which data gets synced from Microsoft Advertising to Salesforce?
Yes, our platform allows you to apply filters on the data being transferred. You decide what types of information are synchronized based on criteria like campaign type, lead score thresholds, or other customized parameters you define.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
