Integrate Spiro with Salesforce to automate your work
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Zapier makes it easy to integrate Spiro with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Spiro
Setup an action from Salesforce
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Set up your first integration
Quickly connect Spiro to Salesforce with a Zapier template.
Our most popular template
Connect Spiro 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect Spiro 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.
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.
- Spiro Users
- Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New User
Triggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Field Name
- Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Company IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Support DeskRequired
- Spiro User
- SubjectRequired
- Email
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full NameRequired
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Message
- Link
- Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Company NameRequired
- Website
- Address
- City
- State
- Zipcode
- Region
- Country
- Phone
- Description
- Owner
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Header Notes
- Footer Notes
- Expiration Date
- Spiro User
- Company ID
- Primary Contact ID
- Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Order Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- SubjectRequired
- Description
- Priority
- Status
- Spiro User
- Contact ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- Contact Email
- Interaction type
- Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Entity TypeRequired
- Field to Search ByRequired
- Search ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Spiro User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Search ValueRequired
- Support DeskRequired
- Spiro User
- SubjectRequired
- Email
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full NameRequired
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Title
- Description
- Salesforce ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Note
- Salesforce ObjectRequired
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Company
Triggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Spiro Users
- Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Field Name
- Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Opportunity IDRequired
- Relations to Clone
- Name
- Sales Stage
- Amount
- Close Date
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Spiro User
- SubjectRequired
- Contact ID
- Ticket ID
- EmailRequired
- TypeRequired
- Custom Activity Type
- Disposition
- Interaction Date
- Description
- Users to Mention
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- EmailRequired
- Company NameRequired
- Company Address
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Region
- Website
- Description
- Opportunity Name
- Amount
- Phone
- Mobile Phone
- Title
- Sales Stage Name
- Close Date
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- EmailRequired
- Contact Id
- Spiro User
- Remind Me
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Company IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Resource IdRequired
- FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Full NameRequired
- Email
- Phone
- Mobile Phone
- Title
- Description
- Spiro User
- Campaigns
- External Id
- Company Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Opportunity Name
- Sales Stage
- Amount
- Close Date
- Description
- Priority
- Spiro User
- External Id
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- ReminderRequired
- Reminder DateRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
- Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- First Name
- Last Name
- Title
- Phone
- Country
- Currency
- Email Client
- Role
- Manager
- Group
- Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Entity TypeRequired
- Field to Search ByRequired
- Search ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found