Email by Zapier + Samepage + Salesforce Integrations

How to connect Email by Zapier + Samepage + Salesforce

Zapier lets you send info between Email by Zapier and Samepage and Salesforce automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action

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Do even more with Email by Zapier + Samepage + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Email by Zapier, Samepage, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Email AddressRequired
Trigger
Instant
Try It
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write
- FolderRequired
- AgendaRequired
- Event NameRequired
- Start DateRequired
- End DateRequired
- All Day Event
- Event Details
- Attendees
- Trigger Auto Call
- Color
Action
Write
- FolderRequired
- Page NameRequired
- Page ContentRequired
- Chat Message
Action
Write
- Team or Sub-TeamRequired
- Page NameRequired
- MessageRequired
- Post Under My Name
- Author Name
- Author Avatar
Action
Write

- Parent Team
- Team NameRequired
- Team PrivacyRequired
- Team Members
- Team Owners
Action
Write
- Team or Sub-TeamRequired
- Parent Folder
- Page ContentRequired
- Chat Message
- Page NameRequired
Action
Write

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

- Setup Directions
Trigger
Instant
Try It
- FolderRequired
- Discussion NameRequired
- First Chat Message
Action
Write
- Parent Folder
- Folder NameRequired
- Folder Full Editors
- Folder Writers
- Folder Readers
Action
Write
- FolderRequired
- AgendaRequired
- Task NameRequired
- Task Details
- Assignee
- Due Date
- Due on a Day
- Color
Action
Write
- FolderRequired
- ChatRequired
- MessageRequired
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Team, Sub-Team or Group-ChatRequired
- MessageRequired
- Post Under My Name
- Author Name
- Author Avatar
Action
Write
- Team or Sub-TeamRequired
- Task NameRequired
- Task Details
- Assignee
- Due Date
- Color
Action
Write
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 ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- 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

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How Email by Zapier + Samepage + Salesforce Integrations Work

Step 1: Authenticate Email by Zapier, Samepage, and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Email by Zapier + Samepage + Salesforce

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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About Samepage

Samepage is a team collaboration platform that brings people together to get work done in one place. Discuss ideas, share files, assign tasks, and finish projects – all in real time, and all from one app.

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