Integrate Connecteam with Salesforce to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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 Connecteam with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Connecteam

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

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 Connecteam 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 - 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

Set up your first integration

Quickly connect Connecteam to Salesforce with a Zapier template.

Our most popular template

Create jobs in Connecteam from updated fields on records in Salesforce
Premium
Details
Try it
Salesforce + Connecteam
Create shifts in Connecteam from updated records in Salesforce
Premium
Details
Try it
Salesforce + Connecteam

Create jobs in Connecteam from updated fields on records in Salesforce

Premium

Details

Try it

Salesforce + Connecteam

Create shifts in Connecteam from updated records in Salesforce

Premium

Details

Try it

Salesforce + Connecteam

Make work flow with AI

Level up your Connecteam 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.

Frequently Asked Questions about Connecteam + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Connecteam and Salesforce

What are the basic steps to integrate Connecteam with Salesforce?

Integrating Connecteam with Salesforce typically involves setting up triggers and actions that match your workflow. First, you'll need to authorize both Connecteam and Salesforce accounts in our integration platform. Once authorized, you can start creating a 'Zap' where you choose a trigger event in Connecteam (like a new task assigned) and an action on Salesforce (such as creating or updating a record).

How do I set up a trigger from Connecteam in Salesforce?

To set up a trigger from Connecteam, you'll need to identify the specific event that should initiate an action within Salesforce. For instance, if you want a new user addition in Connecteam to update your contacts in Salesforce, select 'New User' as the trigger event during the Zap configuration process.

Can I automate record updates in Salesforce based on changes in Connecteam?

Yes, you can automate record updates by setting actions to occur when there are changes made in Connecteam. One example is using the 'Updated Task' as your trigger so that any modification automatically updates corresponding records or fields within Salesforce.

Is it possible to sync data both ways between Connecteam and Salesforce?

Currently, our integration primarily supports one-way data flow from Connecteam into Salesforce. This means triggers are initiated based on events that occur within Connecteam while actions reflect those changes onto your Salesforce records.

Do I need coding skills to integrate Connecteam with Salesforce?

No coding skills are required for integrating these platforms using our services. The process involves selecting predefined triggers and actions through an easy-to-use interface which guides you step-by-step.

What types of actions can be triggered in Salesforce through this integration?

You can create various types of actions such as adding new leads, updating existing contact information, or generating notifications depending on the chosen triggers from the Connecteam app.

How often does data sync between the two systems once integrated?

The frequency of data syncing depends on how you've configured your Zaps. Most triggers result in actions taking place almost instantly after the event occurs unless specifically set with delays.

Connect Connecteam 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.

Connect Connecteam 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.

Choose a Trigger

Start here

Choose an Action

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.

- Form ID
  Required
Trigger
Scheduled
Try It
New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- Time Clock
  Required
- Assigned User
  Required
- Timezone
- Associated Job
  Required
Action
Write
- Title
  Required
- Description
- Address
- Users or Groups
- Color
- Associated Scheduler
  Required
Action
Write
- Scheduler ID
  Required
- Title
  Required
- Color
- Shift Start
  Required
- Shift End
  Required
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
  Required
- Assigned Users
- Location Address
- Notes
Action
Write

- Assigned User
  Required
- Time Clock
  Required
- Timezone
- Start Time
  Required
- End Time
  Required
- Associated Job
  Required
Action
Write
- Schedule ID
  Required
- Shift ID
  Required
Action
Write

- Scheduler ID
  Required
- Shift ID
  Required
- Title
  Required
- Shift Start
  Required
- Shift End
  Required
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
  Required
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form Name
  Required
Action
Search
- Scheduler ID
  Required
- Shift Start
  Required
- Shift End
  Required
- Shift ID
  Required
- Title
  Required
- Associated Job
  Required
Action
Search
- Assigned User
  Required
- Full Name
- Phone Number
- Email Address
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Title
  Required
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Scheduler ID
  Required
Trigger
Scheduled
Try It
- Archive by phone number
  Required
- User ID
- Phone Number
Action
Write
- Time Clock
  Required
- Assigned User
  Required
- Timezone
Action
Write
- Associated Scheduler
  Required
- Title
  Required
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- Title
  Required
- Code
Action
Write
- Assigned Task Board
  Required
- Assigned Users
- Title
  Required
- Task Status
  Required
- Start Time
  Required
- Due Date
  Required
- Description
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- User Type
  Required
- Email Address
- Send activation SMS
  Required
Action
Write
- Form ID
  Required
- Form Submission ID
  Required
- Manager Fields
  Required
Action
Write
- Assigned User
  Required
- Policy Name
  Required
- Balance
  Required
Action
Write
- Job Name
- Associated Job
  Required
Action
Search
- Form ID
  Required
- User ID
- Submission Start Date
- Submission End Date
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- 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
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Connecteam on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn more Help

Related categories

Scheduling & Booking

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

Integrate Connecteam with Salesforce to automate your work

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