Create integrations between Spiro and Salesforce to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Quickly automate workflows with Spiro and Salesforce using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Spiro Users
- Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New User
Triggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Field Name
- Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Opportunity IDRequired
- Relations to Clone
- Name
- Sales Stage
- Amount
- Close Date
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Spiro User
- SubjectRequired
- Contact ID
- Ticket ID
- EmailRequired
- TypeRequired
- Custom Activity Type
- Disposition
- Interaction Date
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- EmailRequired
- Company NameRequired
- Company Address
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Region
- Website
- Description
- Opportunity Name
- Amount
- Phone
- Mobile Phone
- Title
- Sales Stage Name
- Close Date
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- EmailRequired
- Contact Id
- Spiro User
- Remind Me
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Company IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Company NameRequired
- Website
- Address
- City
- State
- Zipcode
- Region
- Country
- Phone
- Description
- Owner
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Header Notes
- Footer Notes
- Expiration Date
- Spiro User
- Company ID
- Primary Contact ID
- Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
- Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- First Name
- Last Name
- Title
- Phone
- Country
- Currency
- Email Client
- Role
- Manager
- Group
- Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Entity TypeRequired
- Field to Search ByRequired
- Search ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Company
Triggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Spiro Users
- Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Company IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Support DeskRequired
- Spiro User
- SubjectRequired
- Email
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full NameRequired
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Message
- Link
- Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Full NameRequired
- Email
- Phone
- Mobile Phone
- Title
- Description
- Spiro User
- Campaigns
- External Id
- Company Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Opportunity Name
- Sales Stage
- Amount
- Close Date
- Description
- Priority
- Spiro User
- External Id
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- ReminderRequired
- Reminder DateRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- SubjectRequired
- Description
- Priority
- Status
- Spiro User
- Contact ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- Contact Email
- Interaction type
- Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Entity TypeRequired
- Field to Search ByRequired
- Search ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Spiro User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Search ValueRequired
- Support DeskRequired
- Spiro User
- SubjectRequired
- Email
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full NameRequired
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Title
- Description
- Salesforce ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Note
- Salesforce ObjectRequired
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found