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Alegra + Salesforce

Alegra + Salesforce

Alegra + Salesforce integrations

Add new Alegra contacts to Salesforce

If you use Salesforce to contact your user and Alegra to create invoices, you need a reliable and automated way to send information from one tool to the other. Using this Zapier automation, new contacts from your Alegra account will automatically be added to Salesforce. Now, you don't have to worry about exporting and importing contact lists manually.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Alegra and Salesforce

Discover other triggers and actions you can use with Alegra and Salesforce

  • Alegra triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • Tipo (type)
      Required
    • NĂşmero (number)
      Required
    • NĂşmero telefĂłnico principal (phonePrimary)
    • NĂşmero telefĂłnico secundario (phoneSecondary)
    • Fax
    • NĂşmero de cĂ©lular/mĂłvil (mobile)
    • Observaciones (observations)
    • Correo electrĂłnico (email)
    • DirecciĂłn (address)
      Required
    • Provincia (province)
      Required
    • Ciudad (city)
      Required
    • CĂłdigo postal (postalCode)
      Required
    • Verificar identificaciĂłn no registrada (ignoreRepeated)
    • CondiciĂłn del IVA (ivaCondition)
      Required
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    Action
    Write
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • Tipo (type)
      Required
    • NĂşmero (number)
      Required
    • NĂşmero telefĂłnico principal (phonePrimary)
    • NĂşmero telefĂłnico secundario (phoneSecondary)
    • Fax
    • NĂşmero de cĂ©lular/mĂłvil (mobile)
    • Observaciones (observations)
    • Correo electrĂłnico (email)
    • DirecciĂłn (address)
    • Provincia (department)
    • CantĂłn (city)
    • Distrito (district)
    • Barrio (neighborhood)
    • Verificar identificaciĂłn no registrada (ignoreRepeated)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    Action
    Write
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • IdentificaciĂłn (Identification)
      Required
    • NĂşmero telefĂłnico principal (phonePrimary)
    • NĂşmero telefĂłnico secundario (phoneSecondary)
    • Fax
    • NĂşmero de cĂ©lular/mĂłvil (mobile)
    • Observaciones (observations)
    • Correo electrĂłnico (email)
    • Ciudad (city)
    • RegiĂłn (region)
    • Comuna (commune)
    • DescripciĂłn (description)
    • Verificar identificaciĂłn no registrada (ignoreRepeated)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    • Giro de negocio (giro)
    Action
    Write
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • RFC (identification)
      Required
    • Tipo de Tercero (Third type)
    • Identificador fiscal (Fiscal ID)
    • Calle (street)
    • NĂşmero de exterior (exteriorNumber)
    • NĂşmero de interior (interiorNumber)
    • Colonia (Colony)
    • PaĂ­s (country)
    • Localidad (locality)
    • Municipio (municipality)
    • Estado (state)
      Required
    • CĂłdigo postal (zipCode)
    • NĂşmero telefĂłnico principal (phonePrimary)
    • NĂşmero telefĂłnico secundario (phoneSecondary)
    • Fax
    • NĂşmero de cĂ©lular/mĂłvil (mobile)
    • Observaciones (observations)
    • Correo electrĂłnico (email)
    • Verificar identificaciĂłn no registrada (ignoreRepeated)
    • clave del Uso CFDI (cfdiUse)
    • Forma de pago (paymentMethod)
    • MĂ©todo de pago (paymentType)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    • RegĂ­menes Fiscales
    Action
    Write
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About Alegra
Alegra is an accounting and billing app designed for Latin American managers.
Related categories
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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Related Zap Templates

  • Create records in Salesforce for each new contact in Alegra

 

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