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Connect Sperse to Salesforce and automate any workflow

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

Select a trigger from Sperse

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

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

Connect Sperse 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.

Connect Sperse 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
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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.

  • Sperse triggers, actions, and search
    Get Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • Sperse triggers, actions, and search
    New Subscription

    Triggers when a new subscription is created.

    Trigger
    Instant
    Try It
    • Match Existing Contact
    • Override Lists
    • Ignore Invalid Values
    • Contact XREF
    • Contact Type
      Required
    • Create User
    • User Password
    • Send Welcome Email
    • Full Name
    • Prefix
    • First Name
    • Middle Name
    • Last Name
    • Nick Name
    • Suffix
    • Gender
    • Date of Birth
    • BANKcode
    • SSN
    • Driving License
    • Driving License State
    • Is Active Military Duty
    • Is US Citizen
    • Preferred Time of Day
    • Person Affiliate Code
    • Personal
    • Other
    • Other Personal
    • Work
    • Alternative Work
    • Other Work
    • Mobile
    • Mobile Ext
    • Home
    • Home Ext
    • Work
    • Work Ext
    • Work 2
    • Work 2 Ext
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Website
    • LinkedIn
    • Photo URL
    • Facebook
    • Instagram
    • Twitter
    • Google Reviews
    • AngelList
    • Zoom
    • Experience
    • Profile Summary
    • Interests
    • Notes
    • Follow Up Date
    • Assigned User
    • Deal Amount
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Company Name
    • Organization Type
    • Is Employed
    • Job Title
    • Employment Start Date
    • Employee Count
    • Date Founded
    • EIN
    • Annual Revenue
    • Industry
    • Company Phone
    • Company Phone Extention
    • Company Fax Number
    • Company Email
    • Company Website
    • Company Facebook
    • Company LinkedIn
    • Company Instagram
    • Company Twitter
    • Company Google Reviews
    • Company Crunchbase
    • Company BBB URL
    • Company Zoom
    • Company Calendly
    • Company Logo URL
    • Company Affiliate Code
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • ZIP Code
    • Country Name
    • Country Code
    • Source Code
    • Channel Code
    • Affiliate Code
    • Campaign ID
    • Google Click ID
    • Referer URL
    • Applicant ID
    • Application ID
    • IP Address
    • User Agent
    • Site ID
    • Site URL
    • Date Created
    • Entry URL
    • Lead Stage Name
    • Star
    • Rating
    • Tags
    • Lists
    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Term
    • UTM Content
    • UTM Keyword
    • UTM AdGroup
    • UTM Name
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    • Product Code
    • Product Payment Period Type
    • System Type
    • Code
    • Name
    • Level
    • Start Date
    • End Date
    • Amount
    Action
    Write
    • Contact XREF
    • Product Code
    • Payment Period Type
      Required
    • Is it Recurring Billing
    Action
    Write
  • Sperse triggers, actions, and search
    New Payment

    Triggers when a new payment is created.

    Trigger
    Instant
    Try It
    • Match Existing Contact
    • Contact Type
      Required
    • Full Name
    • Prefix
    • First Name
    • Middle Name
    • Last Name
    • Nick Name
    • Suffix
    • Gender
    • Date of Birth
    • BANKcode
    • SSN
    • Company Name
    • Job Title
    • Industry
    • Work
    • Personal
    • Other
    • Website
    • LinkedIn
    • Photo URL
    • Work
    • Home
    • Mobile
    • Street
    • Address 2
    • City
    • State Name
    • State Code
    • Zip Code
    • Country Name
    • Country Code
    • Experience
    • Profile Summary
    • Interests
    • Notes
    • Follow Up Date
    • Assigned User
    • Deal Amount
    • Source Code
    • Channel Code
    • Affiliate Code
    • Referer URL
    • Entry URL
    Action
    Write
    • Contact Id
    • Contact Xref
    • Invoice Description
    • Date of the Invoice
      Required
    • Currency Id
      Required
    • Due Date of the Invoice
    • Grand Total
      Required
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Company
    • First Name
    • Last Name
    • Phone
    • Email
    • Country Id
    • State Id
    • State Name
    • City
    • Zip
    • Address 1
    • Address 2
    • Neighborhood
    • Quantity
      Required
    • Description
    • Rate
      Required
    • Total Item Price
      Required
    • Unit Id
      Required
    • Commissionable Amount
    • Product Code
    • Purchase Order No.
    • Invoice No.
      Required
    • Invoice Note
    • Discount Total
      Required
    • Shipping Total
      Required
    • Tax Total
      Required
    • Date
    • Description
    • Amount
    • Gateway Name
    • Gateway Transaction Id
    • Historical Data
      Required
    • Status
      Required
    Action
    Write
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It

Automate Salesforce: get inspired on the Zapier blog

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About Sperse
Sperse is a business management and automation platform. It's smart, sleek and customizable CRM software is simple and designed to help you maximize your customer relationships and grow your business.
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  • CRM (Customer Relationship Management)
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    salesforce logo
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    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
    Help
    Related categories
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