Zapier: REACH + Salesforce

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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 TriggersDescriptionInstant or ScheduledResulting Salesforce Action
New SupporterTriggers when a new supporter is created.Instant Create Record, Create Contact,Create Lead
Updated SupporterTriggers when a supporter is updated.InstantUpdate Record,Update Contact, Update Lead
New SponsorshipTriggers when a new sponsorship is created.InstantCreate Record
Updated SponsorshipTriggers when a sponsorship is updated.InstantUpdate Record
New Sponsorship SupporterTriggers when a new sponsorship supporter is created.InstantCreate Record
Updated Sponsorship SupporterTriggers when a sponsorship supporter is updated.InstantUpdate Record
New DonationTriggers when a new donation is created.InstantCreate Record
Updated DonationTriggers when a donation is updated.InstantUpdate 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 TriggersDescriptionResulting Action in REACH
New RecordTriggers 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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