Integrations

Salesforce CRM Integrations & Connections | Connect and Automate

Discover powerful Salesforce CRM integrations to automate your work and streamline processes. Connect with popular tools to build automated workflows, sync data, and boost your team's productivity.

Shoeboxed
Salesforce CRM
ZapierZapier

Find and update Salesforce records for newly completed BasicOps tasks

When you complete a new task in BasicOps, this Zapier template finds the corresponding record in Salesforce based on a search value, and then updates the record. This can be used to set the date of completed onboarding for an account record in Salesforce.

Get Integration
Salesforce CRM
Workable
ZapierZapier

Share surveys via email with SurveySparrow when updated fields on records happen in Salesforce

Stay on top of all your Salesforce records updates with this efficient workflow. When a record is updated in Salesforce, it prompts an email to be sent via SurveySparrow, sharing a survey directly with your chosen recipients. This efficient process serves as an effective communication tool, ensuring timely feedback and streamlined communication. Eliminate manual tasks and optimize your workflow with this seamless setup.

Get Integration
PayPal
Salesforce CRM
ZapierZapier

Add new Salesforce contacts from successful PayPal sales and send SMS notifications via Esendex

Speed up and automate your sales process by updating Salesforce with new contact information at the point of a successful Paypal sale and then notify key members of your sales team when the new contact has been created in Salesforce.

Get Integration
Salesforce CRM
HabitKit
ZapierZapier

Create Google Meet meetings for new Salesforce records

Stay on top of new Salesforce records and efficiently schedule meetings with this workflow. When a new record is added in Salesforce, a meeting will be scheduled in Google Meet, streamlining your process and making it easier to communicate with clients or team members. Keep your interactions organized and save valuable time with this seamless automation.

Get Integration
Salesforce CRM
Gmail
ZapierZapier

Create drafts in Gmail for new contacts in Salesforce

Keep your communication streamlined and efficient with this automation. Whenever you add a new contact in Salesforce, a draft email will be prepared in your Gmail account instantly. This means you can readily send out your standard welcome or introduction mail, making your workflow smoother while ensuring you never miss an important first contact.

Get Integration
Krisp
Salesforce CRM
ZapierZapier

Create new Salesforce records every time a transcript is created in Krisp

When a new transcript is drafted in Krisp, the in-depth details are instantly pushed and a record is created in Salesforce. This workflow streamlines the process, saving ample time, and ensuring that every transcript data is seamlessly logged into your Salesforce directory. Utilize this automation to bolster your record-keeping, and keep your Salesforce app up-to-date with the latest transcripts from Krisp.

Get Integration
Guru
Salesforce CRM
ZapierZapier

Create new Salesforce records every time a card is created in Guru

Simplify your workflow with this seamless automation that creates a new record in Salesforce whenever a new card is added in Guru. By linking these two powerful applications, it ensures streamlined data entry and reduces time spent on manual updates. Ideal for streamlining sales management, this workflow enhances your productivity and keeps your Salesforce database up-to-date effortlessly.

Get Integration
Salesforce CRM
NetSuite
ZapierZapier

Create NetSuite records from new Salesforce contacts

Manually copying contact information from Salesforce to NetSuite can be inefficient and prone to errors. With this Zap, every time a new contact is added in Salesforce, a corresponding record is automatically created in NetSuite. This integration keeps your customer data in sync across platforms, saving time and ensuring accuracy.

Get Integration
Salesforce CRM
JobTread
ZapierZapier

Update JobTread customers when records are updated in Salesforce

Boost your efficiency with this workflow between Salesforce and JobTread. When an existing record in Salesforce undergoes a change, a new customer is instantly established in JobTread. This process simplifies your data management, ensuring your client details are consistently mirrored across your sales and project management platforms. Enhance your daily procedures with this streamlined solution.

Get Integration
Honeybook
Salesforce CRM
ZapierZapier

Create Salesforce records for every new project booked in HoneyBook

When a new project is booked in HoneyBook, streamline your workflow by instantly creating a record in Salesforce. This smooth integration ensures on-going projects are promptly logged in Salesforce for efficient tracking and management. Keep everything coordinated, organized and up-to-date, saving your team valuable time.

Get Integration
Salesforce CRM
OFFLIGHT
ZapierZapier

Create tasks in OFFLIGHT when new records are created in Salesforce

Looking for an easier way to stay responsive to new Salesforce records? This Zap automatically creates a task in OFFLIGHT whenever a new lead, opportunity, or other record is created in Salesforce.

Get Integration
Grain
Salesforce CRM
ZapierZapier

Update Salesforce contacts when new recordings are added in Grain

Simplify your workflow by instantly updating Salesforce contacts whenever a new recording is added in Grain. This automation enhances efficiency by ensuring any added information within Grain is effortlessly mirrored in Salesforce, offering you an up-to-date and accurate database, improving your CRM processes. Stay organized and maintain better customer relationships with this streamlined process.

Get Integration
Fathom
Salesforce CRM
ZapierZapier

Create meeting notes in Salesforce

This Zap template automates the process of capturing AI-generated summaries from Fathom and seamlessly creating corresponding notes in Salesforce. Once set up, each new summary detected in Fathom triggers the creation of a detailed note in Salesforce, ensuring all crucial insights are efficiently stored and easily accessible. This integration significantly enhances productivity by streamlining the documentation of key information, thereby optimizing your CRM workflow and saving valuable time.

Get Integration
TL;DV
Salesforce CRM
ZapierZapier

Add new tl;dv recordings and generate leads in Salesforce

Easily manage your leads in Salesforce whenever a new recording is added in the tl;dv app with this efficient workflow. It creates a new lead in Salesforce for every recording added in tl;dv, helping you better keep track of potential clients and save time on manual data entry. Stay organized and maximize your outreach efforts with this convenient automation.

Get Integration
Salesforce CRM
Miro
ZapierZapier

Create Miro cards from new Salesforce contacts

Keep track of new contacts in a visual, organized way with this workflow. This automation creates a card on your Miro board each time a new contact is added to Salesforce. It provides a unique, overview perspective helping sales teams to manage contacts efficiently and conveniently. Enhance your team collaboration and keep everyone updated on new contacts without any manual intervention.

Get Integration
Salesforce CRM
Basecamp
ZapierZapier

Create new Basecamp 3 projects from templates whenever updated records in Salesforce are detected

Streamline your project management process with this handy workflow. When a field on a Salesforce record is updated, it immediately prompts the creation of a new project in Basecamp 3 using a specified template. Experience the ease of combining Salesforce and Basecamp 3 functionalities, boosting team collaboration and eliminating the need for repetitive data entry, thus enhancing productivity and efficiency.

Get Integration
Salesforce CRM
Redbooth
ZapierZapier

Create tasks in Redbooth for new records in Salesforce

Boost your efficiency with this automation that connects Salesforce and Redbooth. Each time a new record emerges in Salesforce, it initiates a task creation in Redbooth. This workflow offers a seamless way to track new developments and foster productive collaboration. Experience the ease of real-time updates without the hassle of manual data entry.

Get Integration
Salesforce CRM
Lark
ZapierZapier

Get direct Lark messages for new Salesforce records

Keep up with new deals or opportunities in Salesforce right in Lark. When a new deal, opportunity, or quote is created in Salesforce, you can send a message to yourself or another user.

Get Integration
Salesforce CRM
Tettra
ZapierZapier

Update and create with updated Salesforce records resulting in suggestions in Tettra

Improve your team's productivity with this streamlined workflow. As soon as a record is updated in Salesforce, it stimulates a new suggestion creation in Tettra. Ideal for busy professionals, this seamless automation aids to keep your team updated with the latest client data and potential recommendations, making sure no key information slips through the cracks.

Get Integration
Salesforce CRM
Clay
ZapierZapier

Update Salesforce records and generate new records in Clay tables simultaneously

Streamline your workflow with this automation that springs into action when a record is updated in Salesforce. It paves the way for seamless data management by creating a record in the Clay app. Not only does this save valuable time, but it also ensures data consistency across your business platforms. Enhance your Salesforce and Clay integration experience with this efficient solution.

Get Integration
Microsoft OneNote
Salesforce CRM
ZapierZapier

Create Salesforce notes from new OneNote notes in a section

Streamline your note process across OneNote and Salesforce. When you create a new note in OneNote, this workflow instantaneously generates a matching note in Salesforce, ensuring your important thoughts and tasks are mirrored across both platforms. This efficient automation tool not only enhances organization but also drives productivity by eliminating the need for manual data updating. Focus on what's important, knowing your notes are consistently up to date.

Get Integration
Salesforce CRM
Zoho Cliq
ZapierZapier

Send channel messages in Zoho Cliq for new records in Salesforce

Keep abreast of the latest happenings in Salesforce directly from Zoho Cliq. When a new record is created in Salesforce, a message is sent in real-time to a predefined channel in Zoho Cliq. This workflow enables seamless communication and quick responses, fostering better team collaboration and efficiency in communication. Say goodbye to constant tab-switching and hello to streamlined updates.

Get Integration
Salesforce CRM
TimeCamp
ZapierZapier

Track new Salesforce field history events by creating time entries in TimeCamp

Track changes in Salesforce effortlessly and manage your time more efficiently with this workflow. Whenever a new field history tracking event occurs in Salesforce, a corresponding time entry is created in TimeCamp. By automating this process, it saves you the hassle of manual data entry and helps keep your time tracking records up-to-date. This seamless workflow lets you focus more on your tasks, reducing the chances of errors.

Get Integration
Salesforce CRM
Wrike
ZapierZapier

Create tasks in Wrike from new outbound Salesforce messages

Ensure seamless operations between Salesforce and Wrike with this workflow. Every time a new outbound message is created in Salesforce, a corresponding task will be made in Wrike. This seamless integration ensures you can track and manage activities in Wrike directly associated with your Salesforce communications. Boost your productivity by making the process instantaneous and hassle-free.

Get Integration
Salesforce CRM
Harvest
ZapierZapier

Create new Harvest clients from new Salesforce records

Each time a new record appears in Salesforce, this workflow efficiently creates a corresponding client profile in Harvest. This effortless process supports consistent data across both tools, significantly reducing manual inaccuracies, and freeing up your time. Stay concentrated on growing your business, with immediate access to essential data when you need it.

Get Integration
Kommo
Salesforce CRM
ZapierZapier

Create new Salesforce leads from new Kommo contacts

Boost efficiency in your sales process with this workflow that shifts new contacts from Kommo directly into Salesforce as leads. This setup streamlines your customer acquisition, saving you from the tedious task of manually transferring information between platforms. Enhance productivity and maintain a constant flow of potential clients in your sales funnel, all while eliminating the risk of human error.

Get Integration
Salesforce CRM
Attentive
ZapierZapier

Update custom attributes in Attentive when fields on Salesforce records are updated

Stay on top of every change occurring in your Salesforce records in real-time. With this workflow, each time there's an updated field on a Salesforce record, custom attributes in the Attentive app get modified accordingly. Enhance communication efficiency and ensure that your data across both platforms remains consistent, giving you a streamlined operation with minimal manual intervention.

Get Integration
Personio
Salesforce CRM
ZapierZapier

Trigger new Salesforce actions with every new absence recorded in Personio

When a new absence is recorded in Personio, this workflow ensures that a custom action is initiated in Salesforce. It simplifies the process of tracking employee leave by having data instantly transferred between platforms, helping to maintain up-to-date records. This seamless integration between Personio and Salesforce saves time and reduces manual data entry, allowing you to focus more on strategic tasks.

Get Integration
Manager by Zapier
Salesforce CRM
ZapierZapier

Create Salesforce records from new zaps in Zapier Manager

Effortlessly streamline your work processes with this automation that connects Zapier Manager and Salesforce. Whenever a new event occurs in the Zapier Manager app, a corresponding record will be created in Salesforce, ensuring that all necessary information is efficiently stored in one centralized location. Stay organized and save time with this seamless integration.

Get Integration
Schedule by Zapier
Salesforce CRM
ZapierZapier

Create new Salesforce leads on a custom schedule with Schedule by Zapier

Ensure a seamless flow in your sales process with this automation that is activated by a custom frequency in the Schedule app, leading to the creation of a new lead in Salesforce. This workflow eliminates the manual task of lead creation, allowing your sales team to focus on nurturing relationships and closing deals. Easily maintain your sales pipeline by scheduling the addition of new leads at your preferred intervals.

Get Integration
Salesforce CRM
Twist
ZapierZapier

Update Twist comments when Salesforce records have updated fields

Stay updated on important changes in Salesforce records by automatically posting comments in Twist. With this workflow, whenever a field is updated in a Salesforce record, a comment will be posted in Twist, ensuring your team is notified and can stay aligned on the latest information. Save time and keep your team informed of crucial data updates without manual intervention.

Get Integration
Salesforce CRM
Kit
ZapierZapier

Tag Kit subscribers when record fields are updated in Salesforce

Stay up-to-date with your Kit subscribers by tagging them as soon as there's an updated field in their Salesforce record. This streamlined automation captures changes in Salesforce and instantly tags the associated subscriber in your Kit, ensuring you are always notified and can track their progress seamlessly. Perfect for businesses seeking to maintain efficient subscriber management.

Get Integration
Manychat
Salesforce CRM
ZapierZapier

Create Salesforce records from new Manychat events

Streamline your workflow with this automation that activates when a new event occurs in Manychat, leading to the creation of a new record in Salesforce. Through this process, you can seamlessly track your events in Salesforce without the need for any manual input, simplifying your operations and boosting efficiency. Get on top of your events and enhance your CRM management with this efficient tool.

Get Integration
Fellow
Salesforce CRM
ZapierZapier

Add new Fellow notes as attachments to Salesforce accounts

This integration automatically attaches a Fellow note to a Salesforce object whenever a note is pushed to Zapier from Fellow. Keep your records up to date without slowing down for tedious duplicate data entry chores.

Get Integration
Salesforce CRM
Karbon
ZapierZapier

Create Karbon person contacts for new records in Salesforce

You may store client records in a CRM you want added to your accounting tool, too. This integration helps by automatically creating a person contact in Karbon when there is a new record added in Salesforce. Now you can ensure all your contact records remain up-to-date.

Get Integration
Salesforce CRM
Zoho Sign
ZapierZapier

Send new Salesforce outbound messages as templates in Zoho Sign

This workflow activates when there is a new outbound message in Salesforce and consequently sends a template in Zoho Sign. Enhance communication processes with this easy-to-use automation that bridges your Salesforce and Zoho Sign applications. No need to manually send out templates each time - this automation ensures a smooth and effortless workflow tailored to suit your business needs.

Get Integration
Kintone
Salesforce CRM
ZapierZapier

Update Salesforce records whenever new records are added in Kintone

Keep your Salesforce records up to date with inputs from Kintone. This workflow starts whenever a new record is created in Kintone, updating corresponding elements in Salesforce without extra manual labor. Enjoy streamlined data management across platforms, ensuring real-time, accurate information in your Salesforce account.

Get Integration
Salesforce CRM
Chanty
ZapierZapier

Create Chanty private messages for new Salesforce leads

Need to know about new leads added on the Salesforce platform without leaving the chat on Chanty? This integration will automatically create messages of new leads created on Salesforce in a Private conversation on Chanty.

Get Integration
Salesforce CRM
Craft
ZapierZapier

Create new Craft items from Salesforce tasks

This integration allows to keep track of Salesforce tasks in Craft. It will create a new item in Craft each time a new Salesforce task is added.

Get Integration
Scoro
Salesforce CRM
ZapierZapier

Create records in Salesforce whenever new people are added in Scoro

Streamline your workflow with this integration that connects Scoro and Salesforce. When a new person is added in Scoro, a corresponding record is created in Salesforce in real-time, updating your CRM effortlessly. This automation not only eliminates the manual task of data entry but also ensures your Salesforce records are always up-to-date with the latest additions in Scoro. Perfect for businesses seeking to optimize data management and improve efficiency.

Get Integration
Salesforce CRM
MeisterTask
ZapierZapier

Add tasks to MeisterTask for new Salesforce leads

Looking for a better way to take action on new opportunities? This integration can help with that. It will trigger whenever a new lead is added to Salesforce, automatically setting up a task for it in the appropriate project and section on MeisterTask so your team can react the moment it happens.

Get Integration
Resource Guru
Salesforce CRM
ZapierZapier

Add new Salesforce leads for new Resource Guru clients

It’s critical to keep track of prospective clients when you’re planning to make a sale. After setting up this Zapier integration, Zapier will add a new Lead in Salesforce whenever you add a client in Resource Guru, so you can be confident that no clients will slip through the cracks.

Get Integration
WordPress
Salesforce CRM
ZapierZapier

Update Salesforce records every time WordPress users are updated

Keep your Salesforce records up-to-date with this WordPress to Salesforce workflow. Whenever a user updates their information on WordPress, the corresponding record in Salesforce gets updated simultaneously. It's an efficient way to ensure data consistency between your WordPress and Salesforce platforms, helping your teams to have the most current information at their fingertips.

Get Integration
Salesforce CRM
Hive
ZapierZapier

Create Hive messages for new Salesforce opportunities

Do you worry about your team not having all of the information they need to be successful? Make sure everyone on the team knows about the new deals that the team are working on. Share new opportunities that are created in your CRM with them so the team can assist!

Get Integration
SuperSaaS
Salesforce CRM
ZapierZapier

Send new SuperSaaS users to Salesforce as contacts

Want to make sure your sales pipeline knows about all those new, interested customers? Keep things connected by setting up this SuperSaaS-Salesforce integration and we'll handle the rest, creating a new contact on Salesforce with all the details for every new user detected on SuperSaaS from that point on.

Get Integration
Process Street
Salesforce CRM
ZapierZapier

Update Salesforce records whenever new tasks are checked in Process Street

Boost your efficiency by connecting Process Street with Salesforce. When you tick off a new task in Process Street, this integration will automatically update the corresponding record in Salesforce. This handy automation streamlines your workflow, minimizing time spent on manual data entry and ensuring all your Salesforce records stay up to date with your task completions.

Get Integration
Salesforce CRM
Smartsheet
ZapierZapier

Create new Smartsheet sheets from new Salesforce records

Keep your data current and accurate with this Salesforce to Smartsheet automation. Every time a new record is created in Salesforce, it's instantly reflected in Smartsheet, creating an up-to-date sheet. This seamless transfer saves your sales team from spending unnecessary time on data entry, ensuring that they always have the most recent data available for optimal performance.

Get Integration
Salesforce CRM
OmniFocus 4
ZapierZapier

Create OmniFocus tasks when new leads are added to Salesforce

Manage your Salesforce leads from OmniFocus, by using this Zapier integration to automatically create a new task in OmniFocus whenever a new lead is added to your Salesforce account. You can then review your leads from your inbox, and get to work without ever having to open Salesforce.

Get Integration
Salesforce CRM
Twilio
ZapierZapier

Send sms via Twilio when Salesforce records are updated

Stay updated with your Salesforce records in real-time with this slick workflow. As soon as any field is updated in Salesforce, a text message gets dispatched via Twilio, keeping you informed on-the-go. This automation framework ensures you never miss out on critical updates, minimizing your need to constantly check Salesforce. Stay informed and efficient, hassle-free.

Get Integration
Zoho Books
Salesforce CRM
ZapierZapier

Create Salesforce records for new Zoho Books customers

Save time and enhance efficiencies within your customer management workflow. Whenever there's a new customer in Zoho Books, this automation will promptly create a corresponding record in Salesforce. By relieving you of manual data entries, this integration ensures accurate data transfer and allows you to focus on cultivating relationships with your clients.

Get Integration