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Quickly connect Instiller to Salesforce with a Zapier template.

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Add new Salesforce contacts as Instiller users
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Salesforce + Instiller
Trigger Instiller workflows for new Salesforce contacts
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Salesforce + Instiller

Add new Salesforce contacts as Instiller users

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Salesforce + Instiller

Trigger Instiller workflows for new Salesforce contacts

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Salesforce + Instiller

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Campaign Sent" from Instiller.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Instiller and Salesforce, automating your workflow.

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.

Campaign Sent
Triggers when a Campaign starts to deliver emails.
Trigger
Instant
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Email Link Clicked
Triggers when a link within an email is clicked.
Trigger
Instant
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Opt-Out Link Clicked
Triggers when Users click the opt-out link within an email.
Trigger
Instant
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- Email Address
  Required
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Suppression
  Required
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 29
- Custom Field 28
- Custom Field 30
Action
Write
- Workflow API Identifier
  Required
- Email Address
  Required
- Workflow Session Variables
- Journey Label
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Suppression
  Required
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 28
- Custom Field 29
- Custom Field 30
Action
Write

- Email Address
  Required
- Reference Code
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Title
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Form Submission
Triggers when a user submits a form.
Trigger
Instant
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User Created / Updated
Triggers when a User is created or updated. The response only returns the updated fields.
Trigger
Instant
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- Email Address
  Required
- Global Suppression
  Required
Action
Write
- Email Address
  Required
- List API Identifier
  Required
- Subscribed
  Required
- Reference Code
Action
Write
- Campaign ID
- Campaign Code
Action
Search
- Workflow API Identifier
  Required
- Date From
  Required
- Date To
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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Connect Instiller 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

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

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Instiller to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Instiller

Instiller makes it easy to create and send beautifully designed email campaigns that display perfectly on both mobile and desktop.

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Related categories

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Instiller and Salesforce to unlock the power of automation

Set up your first integration

Add new Salesforce contacts as Instiller users

Trigger Instiller workflows for new Salesforce contacts

Add new Salesforce contacts as Instiller users

Trigger Instiller workflows for new Salesforce contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Instiller and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

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Make work flow with AI

Connect Instiller to Salesforce on the world's largest no-code automation platform