Integrate Priority 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 Priority with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Priority

A trigger is an event that starts your Zap and runs the workflow. For example, with Priority, a trigger could be "Catch Contacts Webhook."

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 Priority to Salesforce

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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

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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

Make work flow with AI

Level up your Priority 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

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Priority 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.

Connect Priority 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.

- Webhook Name
  Required
Trigger
Instant
Try It
- Webhook Name
  Required
Trigger
Instant
Try It
Get Customers
Fetch a list of customers
Trigger
Scheduled
Try It
Get Job Number
Fetch a list of job numbers
Trigger
Scheduled
Try It
- Full Name
  Required
- ID Number
  Required
- Gender
  Required
- Address
- Address (line 2)
- Zip Code
- City/ State
- email
- Phone
- Cell Phone
- Date of Birth
- Remarks
- Submission Date
- Job Number
Action
Write

- Customer Name
  Required
- Address
- Address (line 2)
- Address (line 3)
- City
- State code
- Zip Code
- Country
- Phone
- Fax
- email
- Branch
- Currency Code
- Customer Category 1
- Customer Category 2
- Subject
- Content
Action
Write
- Webhook Name
  Required
- First Name
- Last Name
- Company Name
  Required
- Phone
- Cell Phone
- Fax
- email
- Job Title
- Source of lead
- Comment
- Bill to address 1
- Bill to address 2
- Bill to City
- Bill to Zip
- Bill to country
- Lead Type
Action
Write

- Customer number
  Required
- Customer Name
  Required
- External order ID
  Required
- Agent Code
- Ship Mode
- Shipping Part number
  Required
- Quantity
  Required
- Shipping charge
- Tax per line
- Due Date
- Shipping address 1
- Shipping address 2
- Ship to name
- Ship to Site Name
- Ship to Phone
- Ship to Email
- Ship to city
- Ship to zip
- Ship to State
- Ship to country
- Bill to address 1
- Bill to address 2
- Bill to City
- Bill to Zip
- Bill to country
- Bill to Phone
- Bill to Email
- Payment code
- Credit card mask
- email
- Phone
- Authorization Code
Action
Write
- email
Action
Write
- Opportunity Number
  Required
- Opportunity Status
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
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

- Webhook Name
  Required
Trigger
Instant
Try It
Get Campaigns
Fetch a list of Campaigns
Trigger
Scheduled
Try It
Get Gender Code
Fetch a list of gender codes
Trigger
Scheduled
Try It
Get Lead Types
Fetch a list of lead types
Trigger
Scheduled
Try It
- Order Number
  Required
- Shipping Part number
  Required
- Quantity
  Required
- Shipping charge
Action
Write
- Customer number
  Required
- External order ID
  Required
- Sales Rep Order Number
- Currency Code
- Overall Discount(%)
- Ship Mode
- Agent Code
- Shipping Part number
  Required
- Quantity
  Required
- Shipping charge
- Tax per line
- Due Date
- Ship to Site Name
- Ship to name
- Shipping address 1
- Shipping address 2
- Ship to city
- Ship to zip
- Ship to State
- Ship to country
- Ship to Phone
- Ship to Email
- Shipment Remark
- Bill to address 1
- Bill to address 2
- Bill to City
- Bill to Zip
- Bill to country
- Bill to Phone
- Bill to Email
- Payment code
- Credit card mask
- email
- Phone
- Authorization Code
- External Remarks
- Internal Remarks
Action
Write
- Customer number
  Required
- Campaign Code
- Projected Close Date
- Submission Date
- Meeting Time
- Task Code
- Content
- Agent Code
Action
Write
- Country code
  Required
Action
Write
- Webhook Name
  Required
- Company Name
  Required
- Customer number
  Required
Action
Write
- Order Number
  Required
- Status
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 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 Priority on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Priority

Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their daily tasks of running the business

Related categories

Project Management

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

Connect Priority to Salesforce on the world's largest no-code automation platform

Explore Priority + Salesforce Integrations

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Integrate Priority with Salesforce to automate your work

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