Connect Clinked to Salesforce and automate any workflow
![Clinked](https://zapier-images.imgix.net/storage/developer_cli/6e73218fdb56cfce4cb501159017d86f.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Clinked](https://zapier-images.imgix.net/storage/developer_cli/6e73218fdb56cfce4cb501159017d86f.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Salesforce](https://zapier-images.imgix.net/storage/services/1a4435539b4764e6ded3d368cabab387.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Salesforce](https://zapier-images.imgix.net/storage/services/1a4435539b4764e6ded3d368cabab387.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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 Clinked with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Clinked
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Salesforce
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Clinked to Salesforce
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Clinked 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Clinked and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 Group
Triggers when new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Context TypeRequired
- Context IDRequired
- File IDRequired
- Friendly NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- NameRequired
- Description
- Location
- Start DateRequired
- End DateRequired
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- Folder
- FileRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Friendly NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- Friendly NameRequired
- ContentRequired
- SharingRequired
- MemberPermission
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- Emails of members you would like to inviteRequired
- MessageRequired
- PermissionRequired
- Send a reminder after 3 daysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- NameRequired
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- Folder
- FileRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- Folder
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- GroupRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- GroupRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- GroupRequired
- Folder
- NameRequired
- FileRequired
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- NameRequired
- Friendly NameRequired
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- GroupRequired
- NameRequired
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.- LeadRequired
- AccountRequired
- Opportunity
- Converted StatusRequired
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
- GroupRequired
- IdRequired
- TriggerRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- GroupRequired
- Friendly NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- IdRequired
- NameRequired
- Description
- Location
- Assign yourself
- Start DateRequired
- End DateRequired
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- Folder
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- Name of the Group DuplicateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- IdRequired
- ContentRequired
- Friendly NameRequired
- SharingRequired
- MemberPermission
- VersionSummary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- IdRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- GroupRequired
- Folder
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- UsernameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- GroupRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- GroupRequired
- NameRequired
- Description
- Location
- Start DateRequired
- End DateRequired
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
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- GroupRequired
- Folder
- NameRequired
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- GroupRequired
- NameRequired
- Friendly NameRequired
- ContentRequired
- SharingRequired
- MemberPermission
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- GroupRequired
- NameRequired
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
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.- 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.- 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
- Order By
- Order Direction
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app