Integrate Pinpoint with Salesforce to automate your work

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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

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

Select a trigger from Pinpoint

A trigger is an event that starts your Zap and runs the workflow. For example, with Pinpoint, a trigger could be "Application Stage Update."

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 Pinpoint to Salesforce

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

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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

Set up your first integration

Quickly connect Pinpoint to Salesforce with a Zapier template.

Our most popular template

Create Salesforce records for new Pinpoint jobs with this workflow
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Pinpoint + Salesforce

Create Salesforce records for new Pinpoint jobs with this workflow

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Pinpoint + Salesforce

Make work flow with AI

Level up your Pinpoint 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

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Frequently Asked Questions about Pinpoint + Salesforce integrations

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

How do I integrate Pinpoint with Salesforce?

You can integrate Pinpoint with Salesforce by utilizing our platform to set up triggers and actions between the two apps. This typically involves configuring a trigger in one app which leads to an action in the other. For example, when a new lead is created in Salesforce, you can set a trigger to automatically create an event in Pinpoint.

What are some common use cases for integrating Pinpoint with Salesforce?

Common use cases include updating contact information from Salesforce into Pinpoint when changes are made, triggering communication campaigns in Pinpoint based on sales funnel progress, and generating alerts in Salesforce for engagement activities handled via Pinpoint.

Can I customize the data fields that sync between Pinpoint and Salesforce?

Yes, you can customize the data fields that sync between the two apps. During integration setup, you'll have options to map specific fields according to your business needs ensuring both platforms reflect accurate and relevant information.

Is it possible to automate marketing campaigns with this integration?

Absolutely, our platform allows you to automate marketing campaigns by creating workflows where actions in one app trigger events in another. For instance, when a lead reaches a certain stage in Salesforce, a campaign can be launched automatically through Pinpoint.

How do triggers work when setting up integration between these platforms?

Triggers are specific events set up within one of the applications that initiate workflow processes across platforms. When something happens within an app like creating or updating a record, our platform processes this trigger and causes an action like message sending or data updates.

Do I need any special technical skills to connect Pinpoint and Salesforce?

No special technical skills are required. Our user-friendly interface guides you through each step of the integration process by utilizing pre-built templates or creating custom triggers and actions without needing any coding expertise.

What happens if there is an error during data sync between Pinpoint and Salesforce?

If there's an error during data sync, our system provides detailed error messages that help diagnose issues quickly. You can also set up notifications within workflows so you're alerted immediately if something goes wrong ensuring minimal disruption.

Connect Pinpoint 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.

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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.

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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.

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Connect Pinpoint 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.

Application Stage Update
Triggers when a job application is moved from one stage to another.
Trigger
Scheduled
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New Job
Triggers when a new job is created in Pinpoint.
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
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

New Application
Triggers when a new job application is submitted in Pinpoint.
Trigger
Scheduled
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New Talent Pipeline Candidate
Triggers when a new candidate applies to, or is added to, the talent pipeline.
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
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
- 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

Learn how to automate Pinpoint on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Pinpoint

Pinpoint is talent acquisition software for in-house recruitment teams.

Related categories

HR Talent & Recruitment

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 Pinpoint with Salesforce to automate your work

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