Salesforce + SwagUp

Salesforce + SwagUp integrations

Create SwagUp contacts from new Salesforce records

This Zapier template allows you to streamline your customer data management by automatically adding contacts in SwagUp when new records are created in Salesforce. With this integration, you can ensure that your swag fulfillment process is seamless and efficient, while keeping your customer data up-to-date and accurate.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create a New RecipientCreate a new recipient who you can ship to in the future
ActionWrite

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More things you can do with Salesforce and SwagUp

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

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
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
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
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent 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
New Recipient Created
Triggers when a new recipient is created
Trigger
Instant
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- Product
  Required
- Threshold
- Size
Trigger
Polling
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New or Updated Shipment Status
Triggers when an order status is added or modified.
Trigger
Polling
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- Status
  Required
Trigger
Polling
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- Redeem Page
  Required
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Title
- Phone Number
  Required
- Email
- Company
- Contact external id
- Product
  Required
- Quantity
  Required
- Shipping Address
  Required
- Shipping Address Additional
- Shipping City
  Required
- Shipping Zip
- Shipping State
- Shipping Country
  Required
- Delivery Method
- Shipping Date
- Shipping Notes
- Continue on fail
- Order external id
- Force address
Action
Write
- Recipient
  Required
- Product
  Required
- Quantity
  Required
- Size
  Required
- Order external id
- Shipping Date
- Shipping Notes
- Continue on fail
- Force address
Action
Write
- Recipient
  Required
- Product
  Required
- Quantity
  Required
Action
Write
- Redeem Page
  Required
Action
Write
- Amount
  Required
- Payment Method
  Required
Action
Write
- Order External Id
Action
Search
- Product
- Size
- Get only the ones with stock below the minimum
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
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
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- 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
- Balance Amount
  Required
Trigger
Polling
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New or Updated Order
Triggers a when new order is added or modified.
Trigger
Polling
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New or Updated Shipment Tracking
Triggers when a shipping order tracking is added or modified
Trigger
Polling
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Product Deactivated
Triggers when a product gets deactivated and can't be reordered at this moment
Trigger
Polling
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Stock Change
Triggers when the stock product quantity change.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Title
- Phone Number
  Required
- Email
- Company
- Contact external id
- Product
  Required
- Quantity
  Required
- Size
  Required
- Order external id
- Shipping Address
  Required
- Shipping Address Additional
- Shipping City
  Required
- Shipping Zip
- Shipping State
- Shipping Country
  Required
- Delivery Method
- Shipping Date
- Shipping Notes
- Continue on fail
- Force address
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Size
- Phone Number
  Required
- Email
- Company
- Shipping Address
  Required
- Shipping Address Additional
- Shipping City
  Required
- Shipping State
- Shipping Zip
- Shipping Country
  Required
- Contact external id
- Continue on fail
- Force address
Action
Write
- Product
  Required
- Payment Method
  Required
Action
Write
- Recipient
  Required
- First Name
- Last Name
- Title
- Size
- Phone Number
- Email
- Company
- Shipping Address
- Shipping Address Additional
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Contact external id
- Continue on fail
- Force address
Action
Write
- Search
Action
Search
- Product name
Action
Search
- Order External Id
Action
Search

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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About SwagUp

SwagUp makes it simple to create high quality branded swag for companies to give as gifts to employees and/or clients. This app is meant to automate operations using SwagUp API.

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Related categories

eCommerce

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