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[Salesforce logo]

Salesforce Integrations

Premium

CRM (Customer Relationship Management)

Integrations Help

Put Salesforce to work with AI and enterprise-grade automation

Automate smarter with Salesforce and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with

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[Integrate Gravity Forms with Salesforce]

Gravity Forms

Forms & Surveys, WordPress

[Integrate Typeform with Salesforce]

Typeform

Forms & Surveys

[Integrate Slack with Salesforce]

Slack

Team Chat

[Integrate HubSpot with Salesforce]

HubSpot

Marketing Automation

[Integrate Unbounce with Salesforce]

Unbounce

Forms & Surveys

[Integrate Eventbrite with Salesforce]

Eventbrite

Event Management

[Integrate Acuity Scheduling with Salesforce]

Acuity Scheduling

Scheduling & Booking

[Integrate LinkedIn Ads with Salesforce]

LinkedIn Ads

Ads & Conversion, Microsoft

[Integrate Mailchimp with Salesforce]

Mailchimp

Marketing Automation

[Integrate Gravity Forms with Salesforce]

Gravity Forms

Forms & Surveys, WordPress

[Integrate Typeform with Salesforce]

Typeform

Forms & Surveys

[Integrate Slack with Salesforce]

Slack

Team Chat

[Integrate HubSpot with Salesforce]

HubSpot

Marketing Automation

[Integrate Unbounce with Salesforce]

Unbounce

Forms & Surveys

[Integrate Eventbrite with Salesforce]

Eventbrite

Event Management

[Integrate Gravity Forms with Salesforce]

Gravity Forms

Forms & Surveys, WordPress

[Integrate Typeform with Salesforce]

Typeform

Forms & Surveys

[Integrate Slack with Salesforce]

Slack

Team Chat

[Integrate HubSpot with Salesforce]

HubSpot

Marketing Automation

[Integrate Unbounce with Salesforce]

Unbounce

Forms & Surveys

[Integrate Eventbrite with Salesforce]

Eventbrite

Event Management

[Integrate Acuity Scheduling with Salesforce]

Acuity Scheduling

Scheduling & Booking

[Integrate LinkedIn Ads with Salesforce]

LinkedIn Ads

Ads & Conversion, Microsoft

[Integrate Mailchimp with Salesforce]

Mailchimp

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Launch your first automated workflow

Create Salesforce leads with new Gravity Forms submissions
Premium
Details
Try it
[Gravity Forms logo]
[Salesforce logo]
Gravity Forms + Salesforce
Add new Google Ads leads to Salesforce
Premium
Details
Try it
[Google Ads logo]
[Salesforce logo]
Google Ads + Salesforce
Send new Unbounce leads to Salesforce
Premium
Details
Try it
[Unbounce logo]
[Salesforce logo]
Unbounce + Salesforce
Add new Facebook Lead Ads leads as leads in Salesforce
Premium
Details
Try it
[Facebook Lead Ads logo]
[Salesforce logo]
Facebook Lead Ads + Salesforce
Send funnel events to Facebook Conversions from Salesforce
Premium
Details
Try it
[Salesforce logo]
[Facebook Conversions logo]
Salesforce + Facebook Conversions
Add new Salesforce leads to Google Ads customer lists with emails
Premium
Details
Try it
[Salesforce logo]
[Google Ads logo]
Salesforce + Google Ads

Create Salesforce leads with new Gravity Forms submissions

Details

Try it

Gravity Forms + Salesforce

Add new Google Ads leads to Salesforce

Details

Try it

Google Ads + Salesforce

Send new Unbounce leads to Salesforce

Details

Try it

Unbounce + Salesforce

Add new Facebook Lead Ads leads as leads in Salesforce

Details

Try it

Facebook Lead Ads + Salesforce

Send funnel events to Facebook Conversions from Salesforce

Details

Try it

Salesforce + Facebook Conversions

Add new Salesforce leads to Google Ads customer lists with emails

Details

Try it

Salesforce + Google Ads

Create and update contacts in Salesforce for new Givebutter transactions

Details

Try it

Givebutter + Salesforce

Send Slack channel messages for new updated fields on records in Salesforce

Details

Try it

Salesforce + Slack

Create Google Ads offline conversions for new Salesforce opportunities

Details

Try it

Salesforce + Delay by Zapier + Google Ads

Create Salesforce leads from new Squarespace Forms form submissions

Details

Try it

Squarespace Forms + Salesforce

Add new Salesforce contacts to Mailchimp

Details

Try it

Salesforce + Mailchimp

Search for or create Salesforce contacts and create new opportunities from PayPal sales

Details

Try it

PayPal + Salesforce

Create and update contacts in Salesforce for new Givebutter transactions
Premium
Details
Try it
[Givebutter logo]
[Salesforce logo]
Givebutter + Salesforce
Send Slack channel messages for new updated fields on records in Salesforce
Premium
Details
Try it
[Salesforce logo]
[Slack logo]
Salesforce + Slack
Create Google Ads offline conversions for new Salesforce opportunities
Premium
Details
Try it
[Salesforce logo]
[Delay by Zapier logo]
[Google Ads logo]
Salesforce + Delay by Zapier + Google Ads
Create Salesforce leads from new Squarespace Forms form submissions
Premium
Details
Try it
[Squarespace Forms logo]
[Salesforce logo]
Squarespace Forms + Salesforce
Add new Salesforce contacts to Mailchimp
Premium
Details
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[Salesforce logo]
[Mailchimp logo]
Salesforce + Mailchimp
Search for or create Salesforce contacts and create new opportunities from PayPal sales
Premium
Details
Try it
[PayPal logo]
[Salesforce logo]
PayPal + Salesforce

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.

Triggers
Actions
Triggers & Actions

[Salesforce triggers, actions, and search]
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
[Salesforce triggers, actions, and search]
New Field History Tracking Event
Triggers when a field is updated on the object specified. It will output the old and new field values.
- History Object
  Required
Trigger
Polling
Try It
[Salesforce triggers, actions, and search]
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
[Salesforce triggers, actions, and search]
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- Salesforce Objects
  Required
Trigger
Polling
Try It
[Salesforce triggers, actions, and search]
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- Salesforce Object
  Required
Trigger
Polling
Try It
[Salesforce triggers, actions, and search]
Add File to Record
Adds an existing file to an existing Record.
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
[Salesforce triggers, actions, and search]
Call Apex REST
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
[Salesforce triggers, actions, and search]
Create Attachment
Creates a new attachment (max 25MB).
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
[Salesforce triggers, actions, and search]
Create Contact
Creates a new contact.
Action
Write
[Salesforce triggers, actions, and search]
Create File
Creates a new File (max 25MB).
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
[Salesforce triggers, actions, and search]
Create Note
Creates a new note and links it to a parent record
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
[Salesforce triggers, actions, and search]
Create Record (UTC)
Creates a new record of a specified Salesforce object. Dates use the UTC format.
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
[Salesforce triggers, actions, and search]
Launch Flow
Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.
- Flow
  Required
- Manual flow input parameters
Action
Write
[Salesforce triggers, actions, and search]
Send Email
Sends an email using Salesforce Simple Email Actions.
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
[Salesforce triggers, actions, and search]
Update Lead
Updates an existing lead in Salesforce.
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
[Salesforce triggers, actions, and search]
Update Record (UTC)
Updates an existing record of a specified Salesforce object. Dates use the UTC format.
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
[Salesforce triggers, actions, and search]
Custom SOQL Query
Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).
- Query Type
  Required
- Include Deleted Records
Action
Search
[Salesforce triggers, actions, and search]
Find Child Records
Finds Child Records for a given Parent ID.
- Parent Object
  Required
Action
Search
[Salesforce triggers, actions, and search]
Find Records by Query
Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
[Salesforce triggers, actions, and search]
Find Record by Query
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
[Salesforce triggers, actions, and search]
Find or Create Record
Find a record. Optionally create a record if not found.
- 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

[Salesforce triggers, actions, and search]
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
[Salesforce triggers, actions, and search]
New or Updated File on Record
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
- 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
[Salesforce triggers, actions, and search]
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
[Salesforce triggers, actions, and search]
Add Contact to Campaign
Adds an existing contact to an existing campaign.
- Campaign
  Required
- Contact
  Required
Action
Write
[Salesforce triggers, actions, and search]
Add Lead to Campaign
Adds an existing lead to an existing campaign.
- Campaign
  Required
- Lead
  Required
Action
Write
[Salesforce triggers, actions, and search]
Convert Lead to Contact
Adds an existing contact to an existing campaign.
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
[Salesforce triggers, actions, and search]
Create Child Records (with line item support)
Creates records from line items and sets the parent-child relationship.
- Parent Object
  Required
- Use Assignment Rules
Action
Write
[Salesforce triggers, actions, and search]
Create Enhanced Note
Creates a new enhanced note (also known as ContentNote) with optional record attachment.
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
[Salesforce triggers, actions, and search]
Create Lead
Creates a new lead in Salesforce.
- Use Assignment Rules
Action
Write
[Salesforce triggers, actions, and search]
Create Record
Creates a new record of a specified Salesforce object.
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
[Salesforce triggers, actions, and search]
Delete Record
Deletes an existing record of a specified Salesforce object.
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
[Salesforce triggers, actions, and search]
Run Report
Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
[Salesforce triggers, actions, and search]
Update Contact
Updates an existing contact in Salesforce.
- Contact to Update
  Required
Action
Write
[Salesforce triggers, actions, and search]
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
[Salesforce triggers, actions, and search]
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
[Salesforce triggers, actions, and search]
Custom SOSL Query
Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches.
- SOSL Query
  Required
Action
Search
[Salesforce triggers, actions, and search]
Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
[Salesforce triggers, actions, and search]
Find Records
Finds records of a specified Salesforce object by a field and value you choose (with line-item support).
- Salesforce Object
  Required
Action
Search
[Salesforce triggers, actions, and search]
Get Record Attachments
Gets all notes and attachments for a record.
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
[Salesforce triggers, actions, and search]
Find or Create Record by Query
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For builders

Let your AI safely access Salesforce

Go beyond Zap workflows. Install Zapier in your AI to call Salesforce actions directly from your agentswith governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Salesforce from your AIno exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Contact to Campaign
Add File to Record

Works with

Claude ChatGPT Cursor Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Salesforce actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Salesforce connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "salesforce", owner: "me" });

await zapier.runAction({
  app: 'salesforce',
  action: 'add_contact_to_campaign',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Salesforce Help & Support

Common issues

Salesforce administrator prerequisites for Zapier connection

How to get started with Salesforce on Zapier

Tips and tricks with Salesforce triggers and actions

Salesforce error: Nothing could be found for the search

Common Problems with Salesforce on Zapier

Salesforce Tutorials

How to integrate Salesforce with ChatGPT

By combining Salesforce with ChatGPT through automation, you can streamline your entire lead management process.

How to use Zapier's HubSpot Salesforce integration

It's a bit of an understatement to say that Salesforce and HubSpot are two of the most popular CRMs. In many ways, they've come to define the category. And if you're using both for your business, keeping them in sync is probably one of your biggest challengesso here's the best...

How to connect Google Sheets to Salesforce

In this article, I'll show you how to set up a Google Sheets Salesforce integration so you can automatically create a record in Salesforce every time a new row is added to Google Sheets. I'll first cover how to do this with the Salesforce Data Loader and the Google Cloud...

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Apps
Salesforce
Integrations

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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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Salesforce Integrations

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