Salesforce Integrations

Name: Zapier
Availability: InStock

Premium

CRM (Customer Relationship Management)

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.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Gravity Forms

Forms & Surveys, WordPress

Typeform

Forms & Surveys

HubSpot

Marketing Automation

Unbounce

Forms & Surveys

Acuity Scheduling

Scheduling & Booking

Eventbrite

Event Management

Mailchimp

Marketing Automation

LinkedIn Ads

Ads & Conversion, Microsoft

QuickBooks Online

Accounting

Gravity Forms

Forms & Surveys, WordPress

Typeform

Forms & Surveys

HubSpot

Marketing Automation

Unbounce

Forms & Surveys

Acuity Scheduling

Scheduling & Booking

Eventbrite

Event Management

Gravity Forms

Forms & Surveys, WordPress

Typeform

Forms & Surveys

HubSpot

Marketing Automation

Unbounce

Forms & Surveys

Acuity Scheduling

Scheduling & Booking

Eventbrite

Event Management

Mailchimp

Marketing Automation

LinkedIn Ads

Ads & Conversion, Microsoft

QuickBooks Online

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

Create Salesforce leads with new Gravity Forms submissions

Details

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Gravity Forms + Salesforce

Add new Google Ads leads to Salesforce

Details

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Google Ads + Salesforce

Send new Unbounce leads to Salesforce

Details

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Unbounce + Salesforce

Add new Facebook Lead Ads leads as leads in Salesforce

Details

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Facebook Lead Ads + Salesforce

Send funnel events to Facebook Conversions from Salesforce

Details

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Salesforce + Facebook Conversions

Add new Salesforce leads to Google Ads customer lists with emails

Details

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Salesforce + Google Ads

Create and update contacts in Salesforce for new Givebutter transactions

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Givebutter + Salesforce

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

Details

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Salesforce + Slack

Create Google Ads offline conversions for new Salesforce opportunities

Details

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Salesforce + Delay by Zapier + Google Ads

Create Salesforce leads from new Squarespace Forms form submissions

Details

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Squarespace Forms + Salesforce

Add new Salesforce contacts to Mailchimp

Details

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Salesforce + Mailchimp

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

Details

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PayPal + Salesforce

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

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
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
- Flow
  Required
- Manual flow input parameters
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
- Query Type
  Required
- Include Deleted Records
Action
Search
- 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

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  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
- 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
- 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
- SOSL Query
  Required
Action
Search
- 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

For builders

Let your AI safely access Salesforce

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

No code

Call actions in natural language with Zapier MCP

Act in Salesforce from your AI—no 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

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Salesforce Integrations

Put Salesforce to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier