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Zapier makes it easy to integrate Tracker with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Tracker
Setup an action from Salesforce
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Connect Tracker 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.
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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.
- New Activity
Triggers when a new activity is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a new lead is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Resource
Triggers when a new resource is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Activity
Triggers when an existing activity is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact
Triggers when an existing contact is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Lead
Triggers when an existing lead is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Resource
Triggers when an existing resource is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- Project Name
- User Name
- Lead Name
- Subject
- Priority
- Activity Type
- Date Due
- Time Due
- Task Status
- Location
- Start Date
- End Date
- Start Time
- End Time
- Note
- Contact Type
- Interviewer
- Last Updated Date/Time
- Last Updated Name
- Reminder Date/Time
- Interview Type
- CV Sent
- CV Sent Count
- Interview Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Name
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Business Phone
- Home Phone
- Mobile/Cell
- Other Phone
- Fax
- LinkedIn
- Email
- Website
- Department
- Office
- Manager Name
- Assistant Name
- Nickname
- Spouses Name
- Birthday
- Anniversary
- Note
- Is Primary Contact
- Source
- Marketing
- Internal Reference
- Contact Role
- Last Updated Date/Time
- Last Updated By
- Creation Date
- Tag Text
- Contact Owner
- Is Private Record
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Name
- Contact Name
- Resource Name
- Lead Owner
- Product Name
- Lead Name
- Description
- Lead From
- Telephone
- Email
- Lead Date
- Award Date
- Lead Status Name
- Source
- Value
- Strategy
- Contact Type
- Creation Date
- Internal Reference
- Tag Text
- Last Updated Date/Time
- Last Updated By
- Currency Code
- Department
- Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity Name
- Opportunity Owner
- Department
- Status
- Client Name
- Contact Name
- Date Opened
- Location
- Client Reference
- Work Type
- Source
- Probability
- Number of Positions
- Estimated Value
- Factored Value
- Target Margin
- Award Date
- Invoice Date
- Start Date
- End Date
- Date Filled
- Description
- Note
- Strategy
- Published
- Publish Reference
- Publish Title
- Publish Description
- Publish Location
- Publish Start
- Publish Duration
- Publish Work Type
- Publish Sector
- Publish Category
- Zip Code Location
- Last Updated Date/Time
- Last Updated By
- Pay Rate/Salary
- Creation Date
- Currency Code
- Publish Salary From
- Publish Salary To
- Publish Salary Per
- Publish Benefits
- Publish Skills
- Tag Text
- Charge Rate/Fee
- Start Time
- End Time
- Business Type
- Secondary Owner
- Owner Percentage
- Secondary Owner Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Name
- Company Name
- Contact Name
- Product Name
- Project Name
- Ticket Raised Date
- Ticket Contact Type
- Company
- Email
- Telephone
- Ticket Status
- Ticket Priority
- Ticket Department
- Ticket Type
- Product Version
- Ticket Resolution Due
- Last Updated Date/Time
- Last Updated By
- Subject
- Description
- Resolution
- Assigned To
- Keywords
- Publish
- Lifecycle Stage
- Assigned To
- Category 1 Changes
- Category 2 Changes
- Product Change
- Service Change
- Change Date
- Creation Date
- Assigned To Department
- Assigned Team
- Tag Text
- First Response Made
- Ticket Status
- First Response Due
- Ticket Type
- Close Date
- Other Email To Notify
- Creation Contact Name
- Creation User Name
- Reminder
- Feedback Score
- Feedback Comments
- Feedback Link
- Ticket Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
- 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 Client
Triggers when a new client is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when a new ticket is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Client
Triggers when an existing client is updated on Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Telephone
- Fax
- Email
- Website
- Note
- Background
- Source
- Internal Reference
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated Date/Time
- Last Updated By
- Target Revenue
- Turnover
- Creation Date
- Client Vertical
- Tag Text
- Client Owner
- Tax Exempt
- Invoice Contact Name
- Invoicing Frequency
- Invoicing Date
- Invoice Terms
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Date
- Invoice Due Date
- Opportunity Name
- Invoice Contact Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Purchase Order No
- Invoice Status
- Invoice Owner
- Invoice Terms
- Payment Date
- Invoice Sub Total
- Invoice Tax Total
- Invoice Total
- Invoice Note
- Creation Date
- Currency Code
- Client Name
- Invoice Item Id
- Item Date
- Item Code
- Item Description
- Item Units
- Item Unit Value
- Item Sub Value
- Item Tax Rate
- Item Total Value
- Item Status
- Item Invoice Order Id
- Item Tax Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- User Name
- Project Name
- Lead Name
- Date
- Time
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Home Phone
- Mobile/Cell
- Work Phone
- Other Phone
- Email
- Other Email
- Date of Birth
- Nationality
- Ethnic Origin
- Languages
- Education
- Notice Period
- Interview Date
- Interview Result
- Interview Note
- Note
- Date Resume Sent
- Date Applied
- Date Registered
- Interviewed By
- Source
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated Date/Time
- Last Updated By
- Status
- Creation Date
- Employment History
- Achievements
- Associations
- NI-SS Number
- Marketing
- Tag Text
- Current Salary
- Desired Salary
- Current Pay Rate
- Desired Pay Rate
- Owner
- Payroll Number
- Agency Name
- Available From Date
- IBAN
- Swift
- Current Employer
- Is Private Record
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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