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How Zapier works

Zapier makes it easy to integrate Salesforce with Synthesia - no code necessary. See how you can get setup in minutes.

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Salesforce
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Salesforce
1. Choose trigger event
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Synthesia
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Synthesia
2. Choose action
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1. Select the event
Setup
Test
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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 "Request New Video" in Synthesia.

You’re connected!

Zapier seamlessly connects Salesforce and Synthesia, 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.

  • Salesforce triggers, actions, and 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
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    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

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Customers have created over 25 million Zaps on the platform

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Connect Salesforce and Synthesia 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Synthesia on the Zapier blog

Make work flow with AI

Level up your Salesforce to Synthesia integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + Synthesia integrations

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

Can Salesforce be integrated with Synthesia?

Yes, you can integrate Salesforce with Synthesia using automation platforms such as Zapier. This integration allows you to create workflows to automatically trigger video generation in Synthesia based on events in Salesforce.

What triggers are available for the Salesforce and Synthesia integration?

Available triggers for this integration include new leads, updated records, or any custom event in Salesforce that you wish to use to initiate video creation in Synthesia automatically.

What actions can be performed in Synthesia once triggered by a Salesforce event?

Once an event is triggered in Salesforce, actions such as creating a new video or updating existing video details can be performed in Synthesia.

Do I need coding skills to set up the integration between Salesforce and Synthesia?

No coding skills are required. We provide an easy-to-use interface that lets you set up triggers and actions for the integration via platforms like Zapier without any programming knowledge.

Is it possible to customize video templates on Synthesia when integrated with Salesforce?

Yes, you can customize video templates on Synthesia. The integration allows dynamic content insertion into your chosen templates based on data fields from Salesforce.

How often do the triggers sync between Salesforce and Synthesia?

The frequency of trigger syncing depends on your subscription plan with Zapier. Typically, this can range from every 5 minutes to hourly checks for new data events.

What should I do if the integration between Salesforce and Synthesia does not work as expected?

If you encounter issues with the integration, first check if all trigger and action settings are configured correctly. If problems persist, contact our support team for further assistance.

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Synthesia
Video drives action. Now you can automatically enrich all your transactional emails with personalized videos from Synthesia.
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