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How Zapier works

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

Select a trigger from MasterBase

A trigger is an event that starts your Zap and runs the workflow. For example, with MasterBase, a trigger could be "New Contact."
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 MasterBase to Salesforce

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your MasterBase 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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Connect MasterBase 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.

    • List
      Required
    Trigger
    Scheduled
    Try It
  • MasterBase triggers, actions, and search
    New Unique Message

    Triggers when there is a new unique message.

    Trigger
    Scheduled
    Try It
    • From Name
      Required
    • From
      Required
    • To
      Required
    • Subject
      Required
    • Classification
      Required
    • Format
      Required
    • Body
      Required
    • Open Tracking
      Required
    • Click Tracking
      Required
    • Text to HTML
      Required
    • HTML to Text
      Required
    Action
    Write
  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
  • MasterBase triggers, actions, and search
    New Message

    Triggers when there is a new message.

    Trigger
    Scheduled
    Try It
    • List
      Required
    • Email
      Required
    • Gender
    • First Name
    • Last Name
    • Middle Name
    • Dni/Rut
    • Home Address
    • Country
    • City
    • Personal Phone
    • Marital Status
    • Postal Code
    • Company
    • Position
    • Work Phone
    • Category
    • Comment
    • Birthdate
    • Next Event Date
    • Last Event Date
    Action
    Write
    • List
      Required
    • Email
      Required
    Action
    Search
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It

Learn how to automate MasterBase on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About MasterBase
MasterBase is a complete software-as-a-service solution, easily accessible and scalable for all your email-marketing needs.
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    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
    Learn moreHelp
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