Use Zapier to connect REACH and Salesforce. Build your Zaps, automate your workflows and ensure your data is synced between your apps.
Note: View our Zapier Integration article to learn more about Zapier.
Zaps, triggers and actions: Zaps are workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a Zap, and an action is an event a Zap performs.
Here are some example Zaps you can see how you can create automations between REACH and Salesforce.
Note: This are meant to be examples. Triggers and Resulting Actions can change at any time.
REACH Triggers > Resulting Salesforce Actions
As an example, when a New Supporter is created in REACH, you can create a Zap to automatically Create a Record in Salesforce.
|REACH Triggers||Description||Instant or Scheduled||Resulting Salesforce Action|
|New Supporter||Triggers when a new supporter is created.||Instant||Create Record, Create Contact,Create Lead|
|Updated Supporter||Triggers when a supporter is updated.||Instant||Update Record,Update Contact, Update Lead|
|New Sponsorship||Triggers when a new sponsorship is created.||Instant||Create Record|
|Updated Sponsorship||Triggers when a sponsorship is updated.||Instant||Update Record|
|New Sponsorship Supporter||Triggers when a new sponsorship supporter is created.||Instant||Create Record|
|Updated Sponsorship Supporter||Triggers when a sponsorship supporter is updated.||Instant||Update Record|
|New Donation||Triggers when a new donation is created.||Instant||Create Record|
|Updated Donation||Triggers when a donation is updated.||Instant||Update Record|
Salesforce Triggers > Resulting REACH Actions
As an example, when a New Record is created in Salesforce, you can create a Zap to automatically Create a Record (Sponsorship, Supporter or Donation) in Salesforce.
|Salesforce Triggers||Description||Resulting Action in REACH|
|New Record||Triggers when a record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.||Create Sponsorship,Create Supporter, or Create Donation|
Setting up your Zap
- Login to Zapier
- Choose your Trigger app(REACH or Salesforce) and Trigger Event
- Connect your account
- Set up and test your trigger
- Review your Example Record
- Choose your Action app(REACH or Salesforce) and Action Event
- Connect your account
- Set up your action
- Add Title and map your fields
- Test & Review Action
- Complete and Turn on Zap
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