DreamApply + Salesforce

Add new Salesforce contacts as DreamApply applicants

This Zapier integration automatically creates an applicant in DreamApply whenever a new contact is generated in Salesforce CRM, ensuring seamless updates. Optionally, you can add a note with applicant details, such as name, contact details, tracker codes, citizenship, and potential program.

When this happens...
New Contact
Triggers when a new Contact is created.
TriggerScheduled
automatically do this!
Create a New Applicant
Creates a new applicant and sends a welcome letter
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Applicant Registered
Triggers when a new applicant has registered (on their own). This is separate from an applicant being imported or entered by an advisor/agent.
Trigger
Scheduled
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- Flag
Trigger
Scheduled
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Application Was Submitted
Triggers when an application is submitted for the first time. Note that there is a separate trigger for re-submitted applications.
Trigger
Scheduled
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Invoice Was Collected
Triggers when an invoice was marked as fully paid. This can happen when the applicant makes a payment using a payment gateway (PayPal, Flywire, Mollie, Authorize.net, Simplepay or others) or when the admissions administrator or accountant manually marks the invoice as paid.
Trigger
Scheduled
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- Offer type
Trigger
Scheduled
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New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
Applicant Requested to Be Forgotten
Triggers when an applicant presses the button to request their data to be removed from the system, according to the GDPR right to be forgotten.
Trigger
Scheduled
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Application Was Re-Submitted
Triggers when an application is re-submitted (after being submitted and reopened before). This may trigger multiple times as applications can be reopened and re-submitted by applicants at will. Note that there is a separate trigger for catching just the first-time submitted applications.
Trigger
Scheduled
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- Flag
Trigger
Scheduled
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Invoice Was Issued
Triggers when a new invoice is issued. This can happen automatically using the rules engine or the API, but often invoices are also issued manually by the admissions administrator.
Trigger
Scheduled
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- Email addressRequired
- Full name
- Given name
- Family name
- Citizenship
- Phone
- Reference
- Tracker
- Notes
Action
Write

About DreamApply

DreamApply is a next generation digital admissions and marketing solution used by hundreds of universities and other education institutions worldwide.