Salesflare Salesflare Integrations

Salesforce and Salesflare

CRM (Customer Relationship Management) salesforce.com ↗

How to connect Salesforce

What you can automate

  • When new Contact in Salesforce, find or create contact in Salesflare.
  • When new Lead in Salesforce, find or create contact in Salesflare.

About Salesforce

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

Salesforce operations on Zapier

Triggers (9)

Start a workflow when this happens

  • New Case Attachment — Triggers when a new Attachment is added to a case.
  • New Contact — Triggers when a new Contact is created.
  • New Field History Tracking Event — Triggers when a field is updated on the object specified. It will output the old and new field values.
  • New Lead — Triggers when a new Lead is created.
  • New Outbound Message — Triggers when a new outbound message is received in Salesforce.
Show 4 more triggers
  • New Record — Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  • 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.
  • 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.).
  • Updated Record — Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Actions (25)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Add Contact to Campaign — Adds an existing contact to an existing campaign.
  • Add File to Record — Adds an existing file to an existing Record.
  • Add Lead to Campaign — Adds an existing lead to an existing campaign.
  • Call Apex REST — Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Show 20 more actions
  • Convert Lead to Contact — Adds an existing contact to an existing campaign.
  • Create Attachment — Creates a new attachment (max 25MB).
  • Create Child Records (with line item support) — Creates records from line items and sets the parent-child relationship.
  • Create Contact — Creates a new contact.
  • Create Enhanced Note — Creates a new enhanced note (also known as ContentNote) with optional record attachment.
  • Create File — Creates a new File (max 25MB).
  • Create Lead — Creates a new lead in Salesforce.
  • Create Note — Creates a new note and links it to a parent record
  • Create Record — Creates a new record of a specified Salesforce object.
  • Create Record (UTC) — Creates a new record of a specified Salesforce object. Dates use the UTC format.
  • Delete Record — Deletes an existing record of a specified Salesforce object.
  • Find or Create Record — Find a record. Optionally create a record if not found.
  • 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.
  • Launch Flow — Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.
  • Run Report — Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.
  • Send Email — Sends an email using Salesforce Simple Email Actions.
  • Update Contact — Updates an existing contact in Salesforce.
  • Update Lead — Updates an existing lead in Salesforce.
  • Update Record — Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  • Update Record (UTC) — Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Searches (8)

Look up existing records

  • Custom SOQL Query — Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).
  • 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.
  • Find Child Records — Finds Child Records for a given Parent ID.
  • Find Record — Finds a record of a specified Salesforce object by up to two fields and values you choose.
  • Find Record by Query — Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Show 3 more searches
  • Find Records — Finds records of a specified Salesforce object by a field and value you choose (with line-item support).
  • Find Records by Query — Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
  • Get Record Attachments — Gets all notes and attachments for a record.

Salesforce operations on Make

Triggers (3)

Start a workflow when this happens

  • Watch jobs — Triggers when a bulk data job is created.
  • Watch record fields — Triggers when a field has changed in an object.
  • Watch records — Triggers when a record is created or updated in an object.

Actions (11)

Things Salesflare can make it do

  • Bulk create records (advanced) — Creates multiple records.
  • Create a record — Creates a new record in an object.
  • Create or update a record — Creates a new record or updates an existing one if a matching record is found.
  • Delete a record — Deletes a record.
  • Download an attachment or document — Downloads an attachment or a document.
Show 6 more actions
  • Get a record — Returns information about a specific record by its record ID.
  • Get bulk job results (advanced) — Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.
  • Make an API call — Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.
  • Make an API call (advanced) — Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.
  • Post a message to a Chatter feed — Posts a message to a Chatter feed.
  • Update a record — Updates an existing record in an object.

Searches (3)

Look up existing records

  • List jobs — Returns a list of bulk data jobs in the organization.
  • Search records (SOQL) — Returns a list of records in an object using filters or a SOQL query.
  • Search records (SOSL) — Returns a list of records in an object using a SOSL query.

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