Salesforce + Float

Create clients in Float and update new Salesforce records

Keep your Salesforce accounts up to date with your clients in Float. Any time a new record is created in Salesforce, this Zap will automatically create a client in Float and map the ID in Salesforce.

Keep your Salesforce accounts up to date with your clients in Float. Any time a new record is created in Salesforce, this Zap will automatically create a client in Float and map the ID in Salesforce.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this...
    FloatFloat
    Create Client

    Creates a new client.

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • 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 ObjectRequired

    Trigger
    Polling
    Try It
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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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About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn more

Related categories

  • Scheduling & Booking