Integrate Usherpa with Salesforce to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Usherpa with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Usherpa
A trigger is an event that starts your Zap and runs the 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."
That’s it! You just connected Usherpa to Salesforce
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Set up your first integration
Quickly connect Usherpa to Salesforce with a Zapier template.
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Connect Usherpa 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
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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.
Provide world-class support with a little help from automation
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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.
Connect Usherpa 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
Start here
Start here
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.
- Contact Type
- Marketing Package
- First NameRequired
- Middle Name
- Last NameRequired
- Nick Name
- Display Name
- Salutation
- Email
- Address
- City
- State
- Postal Code
- Home Phone
- Mobile Phone
- Work Phone
- Employer
- Birthday
- Title
- Group Name
- Referral Source
- Website
- Fico Score
- Favorite Things
- Own Current Residence
- Contact Preference
- Language
- License Number
- Additional Contact First Name
- Additional Contact Middle Name
- Additional Contact Last Name
- Additional Contact Salutation
- Additional Contact Nick Name
- Additional Contact Email
- Additional Contact Address
- Additional Contact City
- Additional Contact State
- Additional Contact Postal Code
- Additional Contact Home Phone
- Additional Contact Work Phone
- Additional Contact Mobile Phone
- Additional Contact Employer
- Additional Contact Title
- Additional Contact Birthday
- Additional Contact Website
- Additional Contact Fico Score
- Additional Contact Favorite Things
- Additional Contact Own Current Residence
- Additional Contact Contact Preference
- Additional Contact Language
- Additional Contact Licnese Number
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try It - History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
- Loan IdentifierRequired
- Loan Officer EmailRequired
- Borrower First Name
- Borrower Middle Name
- Borrower Last NameRequired
- Borrower Salutation
- Borrower Nick Name
- Borrower Mobile Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Email
- Borrower Best Way To Contact
- Borrower Mailing Address
- Borrower Mailing City
- Borrower Mailing State
- Borrower Mailing Postal Code
- Borrower Company Name
- Borrower Fico Score
- Borrower Job Title
- Borrower Birthday
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Salutation
- Co-Borrower Nick Name
- Co-Borrower Mobile Phone
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Email
- Co-Borrower Best Way To Contact
- Co-Borrower Fico Score
- Co-Borrower Birth Day
- Display Name
- Group Name
- Loan Notes
- Language
- Own Primary Residence
- Referrer Name
- Actual Close Date
- Application Date
- Appraisal Ordered Date
- Appraisal Received Date
- Approval Date
- Cancellation Date
- CD Sent Date
- CD Receipt Date
- Cleared to Close Date
- Construction Close Date
- Credit Pulled Date
- Decision Date
- Denied Date
- Docs To Escrow Title Date
- Estimated Close Date
- First Payment Due Date
- Lock Date
- Lock Expiration Date
- Loan In Process Date
- Loan Modified Date
- Servicing Next Payment Due Date
- Signed Date
- Sold Date
- Submitted To Underwriting Date
- Appraised Value
- Association Dues
- CLTV
- Documentation Type
- Hazard Insurance
- Is In Flood Zone
- Lien Position
- Loan Status
- Loan ARM Index
- Loan ARM Margin
- Loan Interest Rate
- Loan Amount
- Loan Number
- Loan Product
- Loan Type
- Loan LTV
- Loan Monthly Payment
- Loan Purpose
- Loan Term
- Occupancy
- PMI
- Property Taxes
- Purchase Price
- Total Down Payment
- Total Loan Amount
- Total Monthly Payment
- Secondary Loan ARM Margin
- Secondary Loan ARM Index
- Secondary Loan Interest Rate
- Secondary Loan Amount
- Secondary Loan Number
- Secondary Loan Product
- Secondary Loan Type
- Secondary Loan LTV
- Secondary Loan Monthly Payment
- Property Street Address
- Property City
- Property County
- Property State
- Property Postal Code
- Escrow Company Name
- Escrow Street Address
- Escrow City
- Escrow State
- Escrow Postal Code
- Escrow Phone Number
- Escrow Fax Number
- Escrow No.
- Title Attn
- Buyer Agent Name
- Buyer Agent Company
- Buyer Agent Title
- Buyer Agent License No.
- Buyer Agent Email
- Buyer Agent Mobile Phone Number
- Buyer Agent Work Phone Number
- Buyer Agent Fax Number
- Buyer Agent Street Address
- Buyer Agent City
- Buyer Agent State
- Buyer Agent Postal Code
- Listing Agent Name
- Listing Agent Company
- Listing Agent Title
- Listing Agent License No.
- Listing Agent Email
- Listing Agent Mobile Phone Number
- Listing Agent Work Phone Number
- Listing Agent Fax Number
- Listing Agent Street Address
- Listing Agent City
- Listing Agent State
- Listing Agent Postal Code
- New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
Try It - Salesforce ObjectRequired
Try It
Learn how to automate Usherpa on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
About Usherpa
Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.
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Related categories
Similar appsZapier Interfaces App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier