Salesforce

Push contacts and companies into Salesforce from your Trigify workflows.

Push contacts and companies from your Trigify workflows straight into Salesforce. Create, update, or look up records automatically as social signals and enriched data flow through your workflow. This article is for anyone connecting Salesforce as a workflow destination.

Salesforce connects over OAuth, so there is no API key to copy. You authorize once and Trigify keeps the connection live for every workflow in your organization.

Connecting Salesforce

  1. Open or create a workflow in Trigify.

  2. Click Add action on any node and select Salesforce.

  3. Choose an action (for example, Create Contact).

  4. Click Connect Salesforce in the configuration panel.

  5. You are redirected to Salesforce to authorize the connection. Sign in and grant access to the Salesforce org you want to use.

  6. Once authorized, you return to Trigify. Fill in the action fields and run.

Available actions

Salesforce offers six actions, all costing the same per record they touch.

Action

Credits

What it does

Create Contact

2

Create a new contact in Salesforce.

Update Contact

2

Update an existing contact, matched on email.

Get Contact

2

Retrieve a contact by email or business network URL.

Create Company

2

Create a new company (account), matched on domain.

Update Company

2

Update an existing company (account), matched on domain.

Get Company

2

Retrieve a company (account) by domain.

Every Salesforce action costs 2 credits each time it runs. A workflow that creates a company and a contact for each lead spends 4 credits per lead.

Contact fields

Unlike some integrations, Salesforce contact actions use direct, named fields rather than a custom field mapper. When you add a Create Contact or Update Contact action, you fill in:

  • Primary Email (required) — the contact's email. On Update and Get, this is also used to find the matching record.

  • First Name

  • Last Name

  • Job Title

  • Business network URL

  • Location Country

  • Phone Number

Get Contact needs only an email or a business network URL to find the record.

Company fields

Company (account) actions are keyed on the domain:

  • Domain (required) — used to create or match the account.

  • Company Name

  • Industry

  • Location Country

  • Company Size

Get Company needs only the domain.

How to use Create Contact

The most common use case is pushing an enriched lead into Salesforce as a new contact:

  1. Add a Salesforce > Create Contact action to your workflow node.

  2. Set Primary Email (required), then map any other fields you have, such as First Name, Last Name, Job Title, and business network URL. You can reference values from an upstream enrichment step.

  3. Run the workflow. Each lead that reaches the node creates a contact in Salesforce.

Run Get Contact before Create Contact and branch on the result. If the contact already exists, route to Update Contact instead of creating a duplicate.

Example workflow

Trigger: A decision-maker at a target account posts on business network about a topic relevant to your product.

Step 1: Enrich the lead to fill in email, title, and company details (using Person Enrichment, Surfe, or Apollo).

Step 2: Salesforce > Create Company (2 credits) to add the account, keyed on domain.

Step 3: Salesforce > Create Contact (2 credits) to add the person, with Primary Email set.

Step 4: Hand the contact off to your outreach sequence. Total: 4 credits per lead, fully automated from signal to CRM.

FAQ

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