Salesforce + SweepBright

Create or update opportunities in Salesforce when the statuses of properties change in SweepBright

Keeping your opportunities updated across your various tools can be a challenge if you have to do it manually. Set up this SweepBright-Salesforce integration to update an opportunity automatically in Salesforce when the status of a property changes in SweepBright.

When this happens...
Property Status Changed
Triggers when property status is changed.
TriggerInstant
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Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
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Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
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Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
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Visit Canceled
Triggers when a visit has been canceled.
Trigger
Instant
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Visit Updated
Triggers when a visit has been updated.
Trigger
Instant
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Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
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Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
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Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
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Offer Created
Triggers when an Offer is created.
Trigger
Instant
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Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
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Owner Created
Triggers when a new owner is created.
Trigger
Instant
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Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
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Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Offer IDRequired
Action
Write
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
Action
Write
- BuyersRequired
- Buyer Fee FixedRequired
- Buyer Gross Amount
- Buyer Fee PercentageRequired
- CurrencyRequired
- DirectionRequired
- Owner Fee FixedRequired
- Owner Net Amount
- Owner Fee PercentageRequired
- Notes
- OwnersRequired
- Parent Offer ID
- Property IDRequired
- Valid Until
Action
Write
- Contact IDRequired
- Label IDsRequired
Action
Write
- Offer IDRequired
Action
Write
- Contact IDRequired
- LabelsRequired
Action
Write
- EmailRequired
- Office IDRequired
- Type
Action
Search
- EmailRequired
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
Action
Search or write
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 ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- 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

Property Created or Updated
Triggers when a property is created or updated.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
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Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
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Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
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Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
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Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
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Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
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Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
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Owner Updated
Triggers when an owner is updated.
Trigger
Instant
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Property Status Changed
Triggers when property status is changed.
Trigger
Instant
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- Offer IDRequired
Action
Write
- Contact IDRequired
- LabelsRequired
Action
Write
- Property IDRequired
- VisibilityRequired
Action
Write
- Property ID
- Company
- E-Mail AddressRequired
- First Name
- Last NameRequired
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office IDRequired
- TypeRequired
- StatusRequired
- Negotiator EmailRequired
- Transaction TypeRequired
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- CountryRequired
Action
Write
- Contact IDRequired
- Property IDRequired
- Relation
Action
Write
- Offer IDRequired
Action
Write
- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer IDRequired
- Notes
- Owners
- Valid Until
Action
Write
- Offer IDRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
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 ObjectRequired
Trigger
Scheduled
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- 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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SweepBright

SweepBright lets real estate professionals organize and promote listings, match them with leads, and close the deal—all from their phone.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create or update leads in Salesforce when new SweepBright leads are updated

Related Zap Templates

Create or update leads in Salesforce when new SweepBright leads are updated

Salesforce + SweepBright

Create or update opportunities in Salesforce when the statuses of properties change in SweepBright

Document Requested: Non-Exclusive Agreement

Interaction Registered for Lead

Feedback Added to Interaction

Visit Canceled

Visit Updated

Document Requested: Exclusive Agreement

Offer Accepted

Offer Cancelled

Offer Created

Offer Restored

Owner Created

Document Requested: Property Folder

Document Requested: Lease or Purchase Agreement

Archive Offer

Cancel Offer

Create Contact

Create Offer

Detach Labels From Contact

Refuse Offer

Set Contact Labels

Find or Create Contact

Find Or Create Contact

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

Property Created or Updated

Lead Created

Lead Updated

New Visit Scheduled

Document Requested: Valuation

Document Requested: Property Sheet

Offer Archived

Offer Changed

Offer Refused

Offer Updated

Owner Updated

Property Status Changed

Accept Offer

Attach Labels to Contact

Change Property Visibility

Create Lead

Create Property

Link Contact to Property

Restore Offer

Update Offer

Get Offer

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

About Salesforce

Related categories

Similar apps