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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 Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Contact" in Spark.

You’re connected!

Zapier seamlessly connects Salesforce and Spark, 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.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  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
- 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
- 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

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
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
- 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
- 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
- First Name
  Required
- Last Name
  Required
- Email Address
- Cell Phone
- Home Phone
- Birthday
- Home Address: street
- Home Address: street two
- Home Address: city
- Home Address: state
- Home Address: postal code
- Referral Source
- Downline NPN
- ID
Action
Write

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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 Salesforce and Spark 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 Salesforce to Spark 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 + Spark integrations

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

How can we integrate Salesforce with Spark?

To integrate Salesforce with Spark, you need a middleware or integration platform that allows connecting both APIs. We offer tools to set up triggers in Salesforce, such as 'New Contact' or 'New Opportunity,' which can activate corresponding actions in Spark like creating a new data entry or sending automated messages.

What is required for setting up triggers between Salesforce and Spark?

You'll need access to both your Salesforce and Spark accounts and the necessary permissions to create triggers. Within our platform, you set up the trigger event in Salesforce, such as updating a lead status, which then maps to an action in Spark, like updating project tasks.

Can I automate updates from Salesforce to reflect changes in Spark?

Yes, using our integration tools, you can automate this process. By setting a trigger event in Salesforce like 'Opportunity Won,' you can automatically initiate actions in Spark such as updating relevant records or notifying your team.

Is it possible to customize actions taken when a trigger is activated?

Absolutely! Our integration platform allows customizing the actions based on specific triggers from Salesforce. Whether it's syncing data or sending alerts via Spark, these actions can be tailored according to your business needs.

Does your integration support batch processing for data from Salesforce?

Our solution supports batch processing enabling efficient handling of large volumes of data. When a batch update occurs in Salesforce, it's possible to configure corresponding bulk actions within Spark without manual intervention.

How do I monitor if the integration between Salesforce and Spark is working correctly?

Monitoring is facilitated through our dashboard where you can view logs of triggers and actions executed between Salesforce and Spark. We also provide notifications for any errors encountered during the integration process.

Are there any limitations when integrating custom objects from Salesforce with Spark?

While most standard objects are supported seamlessly, integrating custom objects might require additional configuration. Our support team assists with mapping these objects effectively within the integration setup.

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Spark

Spark is a modern Medicare brokerage platform to manage the full lifecycle of a client from quoting to post-enrollment support.

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