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Connect Swapcard Organizer and Salesforce to unlock the power of automation

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Quickly connect Swapcard Organizer to Salesforce with a Zapier template.

Our most popular template

Create people in Swapcard Organizer from new outbound messages in Salesforce
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Salesforce + Swapcard Organizer
Update person groups in Swapcard Organizer when fields on Salesforce records are updated
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Salesforce + Swapcard Organizer

Create people in Swapcard Organizer from new outbound messages in Salesforce

Premium

Salesforce + Swapcard Organizer

Update person groups in Swapcard Organizer when fields on Salesforce records are updated

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Salesforce + Swapcard Organizer

How Zapier works

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

Select a trigger from Swapcard Organizer

A trigger is an event that starts your Zap and runs the workflow. For example, with Swapcard Organizer, a trigger could be "New Analytics Activity."

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 Swapcard Organizer to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Make work flow with AI

Level up your Swapcard Organizer 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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Connect Swapcard Organizer 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.

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.

- Event
  Required
- Analytics Activity Name
  Required
Trigger
Scheduled
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Search Field
  Required
- Search Value
  Required
- Badge Type
  Required
- Badge Value
  Required
Action
Write
- Event
  Required
- External identifier to ensure uniqueness
  Required
- Force update
  Required
- Event Ticket
- Ticket Status
- Email
- First Name
  Required
- Last Name
  Required
- Event Groups
  Required
- Job Title
- Photo URL
- Organization/Company
- Website URL
- Biography
- City
- Country
- Place
- State
- Street
- ZipCode
- Mobile Phone
- Landline Phone
- Barcode
- Linkedin
- Facebook
- Twitter
- Youtube
- Instagram
- Skype
- Is Visible
- Exhibitor
Action
Write

- Event Groups
  Required
- Search Field
  Required
- Search Value
  Required
- Action
  Required
- Event
  Required
Action
Write
- Event
  Required
- External identifier to ensure uniqueness
  Required
- Force update
  Required
- Event Ticket
- Ticket Status
- Email
- First Name
  Required
- Last Name
  Required
- Event Groups
  Required
- Job Title
- Photo URL
- Organization/Company
- Website URL
- Biography
- City
- Country
- Place
- State
- Street
- ZipCode
- Mobile Phone
- Landline Phone
- Barcode
- Linkedin
- Facebook
- Twitter
- Youtube
- Instagram
- Skype
- Is Visible
- Exhibitor
Action
Write

- Planning Id
  Required
- Event
  Required
Action
Search
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 of the exhibitor
- 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

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Scheduled
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Name of the exhibitor
  Required
- External identifier to ensure uniqueness
  Required
- Description of the exhibitor
- Logo URL
- Website URL
- Twitter
- Linkedin
- Facebook
- Export Advertisements
- Export Chats
- Export Contacts
- Export Documents
- Export Exhibitor Items
- Export Exhibitor Pages
- Export Meetings Confirmed
- Export Registrations
- Export Watched Exhibitor Plannings
- View Visits
- Invite Members
- Scan Badge
- City
- Country
- Place
- State
- Street
- ZipCode
Action
Write
- Event
  Required
- Search Field
  Required
- Search Value
  Required
- Exhibitor
- Action
  Required
Action
Write
- Search Field
  Required
- Search Value
  Required
- Event
  Required
- Session
  Required
- Action
  Required
Action
Write
- Search Fields
  Required
- Search Value
  Required
- Event
  Required
Action
Search
- Search Fields
  Required
- Search Value
  Required
- Event
  Required
- External identifier to ensure uniqueness
  Required
- Force update
  Required
- Event Ticket
- Ticket Status
- Email
- First Name
  Required
- Last Name
  Required
- Event Groups
  Required
- Job Title
- Photo URL
- Organization/Company
- Website URL
- Biography
- City
- Country
- Place
- State
- Street
- ZipCode
- Mobile Phone
- Landline Phone
- Barcode
- Linkedin
- Facebook
- Twitter
- Youtube
- Instagram
- Skype
- Is Visible
- Exhibitor
Action
Search or 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 of the exhibitor
- 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 Swapcard Organizer on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Swapcard Organizer

Swapcard Organizer is an event platform for virtual, hybrid, and in-person events.

Related categories

Event 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

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