Connect Luma and Salesforce to unlock the power of automation

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Choose an Action

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Set up your first integration

Quickly connect Luma to Salesforce with a Zapier template.

Our most popular template

Create Salesforce records from new guests in Luma
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Luma + Salesforce
Create Salesforce records for new events created in Luma
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Luma + Salesforce

Create Salesforce records from new guests in Luma

Premium

Details

Try it

Luma + Salesforce

Create Salesforce records for new events created in Luma

Premium

Details

Try it

Luma + Salesforce

How Zapier works

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

Select a trigger from Luma

A trigger is an event that starts your Zap and runs the workflow. For example, with Luma, a trigger could be "Event Updated."

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 Luma 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.

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

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Frequently Asked Questions about Luma + Salesforce integrations

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

How does Luma integrate with Salesforce?

Luma integrates with Salesforce through an API connection, allowing seamless data flow between the two platforms. This enables you to automate tasks such as updating Salesforce records based on Luma triggers or actions such as new feedback submission.

What triggers are available for Luma when connected to Salesforce?

When you connect Luma to Salesforce, you can choose from various triggers like a new contact creation, updated record, or inbound messages through customer engagement channels. These triggers can then initiate corresponding actions in Luma.

Which actions can be automated in Salesforce using Luma?

By integrating with Luma, you can automate actions such as creating or updating contacts and leads in Salesforce based on specific events or data received in Luma, ensuring your sales pipeline is always up-to-date.

Do I need technical skills to set up the integration between Luma and Salesforce?

No technical skills are required to set up the integration between Luma and Salesforce. Our user-friendly interface guides you through connecting both platforms with simple steps, enabling non-technical users to configure workflows effectively.

Can I customize the integration workflows between the two platforms?

Yes, you can customize workflows extensively when integrating Luma with Salesforce. By selecting specific triggers and defining customized actions, we allow for a tailored automation experience that aligns with your business requirements.

Is it possible to map custom fields during the integration?

Absolutely! When setting up your workflows between Luma and Salesforce, custom field mapping is available so that unique fields specific to your business processes are accurately synchronized across both systems.

How do we ensure data security during the integration process?

We prioritize security by utilizing secure connections and authentication measures throughout the integration process. Your data is transferred through encrypted channels, safeguarding it during every automated transaction.

Connect Luma 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.

Event Updated
Triggers when an event is updated.
Trigger
Scheduled
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Event Guest Updated
Triggers when a guest registers for your event, joins the event or updates their registration.
Trigger
Scheduled
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
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 Object
  Required
Trigger
Scheduled
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- 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

Event Created
Triggers when a new event is created
Trigger
Scheduled
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Calendar Member Updated
Triggers when someone subscribes to your calendar.
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 Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- 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
- Description
- Salesforce Object
  Required
Action
Write
- Title
- 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