Skip to content

Connect Agendize and Salesforce to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Agendize with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Agendize

A trigger is an event that starts your Zap and runs the workflow. For example, with Agendize, a trigger could be "New Appointment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Agendize to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Agendize to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Agendize and Salesforce to integrate crucial parts of your business

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, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Company ID
  Required
Trigger
Polling
Try It
New Client in CRM
Triggers when a new client is created.
Trigger
Polling
Try It
- Client status
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Polling
Try It
- Company ID
  Required
- Filtered status
  Required
Trigger
Polling
Try It

- Account ID
  Required
- Profile ID
  Required
Action
Write
- Client ID
  Required
- Note content
  Required
- Contacted by the client
- Note author
Action
Write

- Company ID
  Required
- Company name
  Required
- Service Price
- Service Duration
  Required
- Service capacity
Action
Write
- Company name
  Required
- Business category
- Phone number
- URL
- Monday - Opening
- Monday - Closing
- Tuesday - Opening
- Tuesday - Closing
- Wednesday - Opening
- Wednesday - Closing
- Thursday - Opening
- Thursday - Closing
- Friday - Opening
- Friday - Closing
- Saturday - Opening
- Saturday - Closing
- Sunday - Opening
- Sunday - Closing
- Street
- Zip code
- City
- State
- Country
- Timezone
  Required
- Currency
  Required
- Scheduled items
- Service name
- Service duration
- Staff first name
- Staff last name
- Staff email address
- Staff name format
- Free slots interval time
- Minimum appointment date
- Maximum appointment date
- Appointment validation
  Required
Action
Write
- Account ID
  Required
Action
Write
- Company ID
  Required
- Service ID
  Required
- Client ID
  Required
- Start date & time
  Required
Action
Write
- Search
  Required
Action
Search
- Client ID
  Required
Action
Search
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 Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Title
- Note Content
  Required
- Salesforce Object
  Required
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
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  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

New Call
Triggers when a new call is made from Agendize tools.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
- Form ID
  Required
Trigger
Polling
Try It
- Filtered status
  Required
Trigger
Polling
Try It
- Account ID
  Required
- New Password
  Required
Action
Write
- Email address / login
  Required
- Owner first name
- Owner last name
- Profile ID
  Required
- Account name
- Account language
  Required
- Currency
  Required
- Timezone
  Required
- Company name
  Required
- Business category
- Phone number
- URL
- Monday - Opening
- Monday - Closing
- Tuesday - Opening
- Tuesday - Closing
- Wednesday - Opening
- Wednesday - Closing
- Thursday - Opening
- Thursday - Closing
- Friday - Opening
- Friday - Closing
- Saturday - Opening
- Saturday - Closing
- Sunday - Opening
- Sunday - Closing
- Street
- Zip code
- City
- State
- Country
- Scheduled items
- Service name
- Service duration
- Staff first name
- Staff last name
- Staff email address
- Staff name format
- Free slots interval time
- Minimum appointment date
- Maximum appointment date
- Appointment validation
  Required
- Client Partner ID
- Client Tag
  Required
Action
Write
- Owner last name
- Owner first name
- Title
- Phone number
- Email address
- Company
- Job title
- Birth Date
- Street number & name
- Zip code
- City
- State
- Country
- Tag
  Required
- External ID
- Marketing consent
Action
Write
- Company ID
  Required
- Owner first name
- Owner last name
- Email address / login
  Required
- Phone number
- Role
Action
Write
- Email address / login
  Required
- Owner first name
- Owner last name
- Profile ID
  Required
- Account name
- Account language
  Required
- Currency
  Required
- Timezone
  Required
- Client Partner ID
- Client Tag
  Required
Action
Write
- Account ID
  Required
- Button Image URL
  Required
Action
Write
- Email-marketing template
  Required
- Client ID
  Required
- Reply-to email address
- Company ID
  Required
Action
Write
- Service ID
  Required
- Company ID
  Required
- Number of slots
  Required
Action
Search
- Search
  Required
- Owner last name
- Owner first name
- Title
- Phone number
- Email address
- Company
- Job title
- Birth Date
- Street number & name
- Zip code
- City
- State
- Country
- Tag
  Required
- External ID
- Marketing consent
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
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
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

Learn how to automate Salesforce on the Zapier blog

About Agendize

Agendize is a customer engagement platform that offers easy appointment booking, contact management, live chat and call-tracking.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Agendize to Salesforce on the world's largest no-code automation platform

Sign up with Google