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