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Automation inspiration

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Salesforce

To make the most of this business-critical app, make sure it connects with the other tools and systems used across your sales team and company with automation.

6 Salesforce automation ideas

In order to be as efficient as possible, your sales team needs to have the latest data at all times. Start your workflow  with this Facebook Lead Ads-Salesforce integration and you'll never lag behind again. Once it's active, Zapier will send every new lead from Facebook to Salesforce automatically, keeping your CRM effortlessly up to date.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Add new Facebook Lead Ads leads as leads in Salesforce

The sooner you log new lead details into your system, the better. This integration handles that process for you. Whenever a new lead submits their details to one of your Lead Gen forms on LinkedIn, their information will be automatically added to Salesforce so your sales team can begin developing the relationship immediately!

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

LinkedIn Ads

Triggers when you receive a new form response tied to a Company Page, Product Page, or Event.

New Lead Gen Form Response (Organic Content)

Triggers when you receive a new form response for an ad.

New Lead Gen Form Response (Sponsored content)

Add Company to Audience

Add Contact to Audience

Creates an Audience that you can add Contacts or Companies to.

Create Audience

Sends a Conversion Event to a Conversion.

Send Conversion Event

Removes an email address from an Audience.

Remove Email from Audience

Create Report

Add new LinkedIn Ads as leads in Salesforce

Stop spending time and effort duplicating your lead details across platforms. This Zap seamlessly handles that work for you. Once it's active, each new lead in Google Ads will be automatically added as a lead to Salesforce.

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.

Google Ads

Triggers whenever a new campaign is created in Google Ads.

New Campaign

Triggers whenever a new lead is created from a Lead Form Extension.

New Lead Form Entry

Finds a Google Ads Campaign whose id matches the provided input.

Find Campaign by Id

Finds a Google Ads Campaign whose names matches the provided input.

Find Campaign by Name

Find Customer List

Finds a customer list by name. Optionally creates a new customer list.

Find or Create Customer List

Adds a contact to a customer list using their email address. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.

Add Contact to Customer List With Email

Adds a contact to a customer list. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.

Add Contact to Customer List

Creates a customer list in Google Ads Audience Manager.

Create Customer List

Creates a report on specified data from your campaigns/ads.

Remove Contact From Customer List

Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Google Ad campaigns to offline activity and business impact.

Send Offline Conversion

Sets the status of a Google Ads campaign.

Set Campaign Status

Add new Google Ads leads to Salesforce

If you use Gravity Forms as a lead generation tool, this integration is for you. Easily take those leads filling out your Gravity Forms forms and turn them automatically into Salesforce leads.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Create Salesforce leads with new Gravity Forms submissions

Typeform helps you create beautiful forms, surveys, contests, and more for access across all devices. Use Zapier to start adding new leads to your Salesforce CRM as Typeform form entries are submitted. Take names, email addresses,  and any other information you'd like to collect and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Typeform form entries submitted from that point forward are individually added to Salesforce as leads.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Add new Typeform form entries to Salesforce as leads

With all the leads pouring in, you can't afford to waste time sorting through them when you should be chasing them down. Armed with this Google Sheets-Salesforce integration, you'll be able to focus. Every new row on Google Sheets will trigger this automation, sending the information to Salesforce so a new lead can be created for you.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Add leads to Salesforce from new rows on Google Sheets

Automatically streamline your CRM updates with this Zap template. Whenever a new row is added to a spreadsheet in Google Sheets, this integration creates corresponding child records in Salesforce, including any line item details. This process ensures that your Salesforce records are consistently synchronized with your latest spreadsheet data, enhancing data accuracy and saving you valuable time on manual data entry.

Create child records in Salesforce from Google Sheets

This Zap template automates the process of capturing AI-generated summaries from Fathom and seamlessly creating corresponding notes in Salesforce. Once set up, each new summary detected in Fathom triggers the creation of a detailed note in Salesforce, ensuring all crucial insights are efficiently stored and easily accessible. This integration significantly enhances productivity by streamlining the documentation of key information, thereby optimizing your CRM workflow and saving valuable time.

Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational intelligence platform.

6 Salesforce automation ideas

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