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Zapier makes it easy to integrate Salesforce with Motion - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
Motion
Motion
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 "Create Project" in Motion.
You’re connected!
Zapier seamlessly connects Salesforce and Motion, 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
Workspace ID
Required
Task Name
Required
Schedule
Required
Due Date
Duration (minutes)
Description
Priority
Start Date
Deadline Type
Auto Scheduled
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workspace
Required
Include All Statuses
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Salesforce and Motion with AI agents and code
Beyond Zap workflows. Call Salesforce and Motion 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 Motion actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Create Project
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.
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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
Practical ways you can use Salesforce and Motion
Track lead generation efficiently
When a new lead is created in Salesforce, Zapier updates your Motion project to align your team's tasks around the new opportunity. This ensures prompt action on leads and better resource allocation, improving conversion rates.
Whenever a Salesforce opportunity stage is changed, Zapier links this update with Motion to adjust relevant project timelines. This integration keeps project managers informed and helps them align team efforts with changing priorities.
Optimize scheduling by creating tasks for closed deals
When an opportunity is closed in Salesforce, Zapier automatically creates a new task in Motion to prioritize post-deal activities. This integration ensures actions like follow-ups or handoffs don't slip through the cracks, saving time and improving team coordination.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate Motion on the Zapier blog
Make work flow with AI
Level up your Salesforce to Motion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Motion
Can I automatically create a task in Motion when I close a deal in Salesforce?
Yes, you can set up a trigger in Salesforce that activates when a deal is marked as closed. This trigger can then initiate an action within our integration to create a corresponding task in Motion.
How do I update records in Salesforce based on actions in Motion?
You can configure an action in our integration that updates specific records in Salesforce whenever a corresponding activity is completed or updated in Motion. This requires setting the appropriate fields and conditions within the integration setup.
Is it possible to sync calendars between Salesforce and Motion?
While direct calendar synchronization isn’t available, you can create events in one system based on triggers from the other. For example, setting an event completion in Motion can trigger creating or updating an event record in Salesforce.
What types of data can be transferred from Salesforce to Motion?
Our integration supports transferring customer information, deal details, and task specifics from Salesforce to Motion based on pre-defined triggers like new entries or status updates.
Can I set up automated reminders for my team using the integration?
Yes, by using triggers for upcoming deadlines or task completions in either system, we can set up automated reminder actions that notify team members through their preferred channels.
Do I need technical skills to set up this integration between Salesforce and Motion?
No technical skills are required. Our user-friendly interface guides you through selecting triggers and actions step-by-step, making it accessible for all users.
How secure is the data transferred between Salesforce and Motion?
We prioritize security by ensuring that all data transferred between Salesforce and Motion is encrypted according to industry standards during both transmission and storage.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
