Salesforce + Usherpa

Salesforce + Usherpa integrations

Create Usherpa contacts from new Salesforce records

With this integration, you can easily manage your Usherpa contacts without ever leaving your Salesforce account. Once set up, a Usherpa contact will be automatically generated as soon a new record is created in Salesforce.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Import ContactCreates a new Contact
ActionWrite

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More things you can do with Salesforce and Usherpa

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

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
Export Usherpa Contacts
Export new or updated loans from Usherpa
Trigger
Polling
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- Contact Type
- Marketing Package
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nick Name
- Display Name
- Salutation
- Email
- Address
- City
- State
- Postal Code
- Home Phone
- Mobile Phone
- Work Phone
- Employer
- Birthday
- Title
- Group Name
- Referral Source
- Website
- Fico Score
- Favorite Things
- Own Current Residence
- Contact Preference
- Language
- License Number
- Additional Contact First Name
- Additional Contact Middle Name
- Additional Contact Last Name
- Additional Contact Salutation
- Additional Contact Nick Name
- Additional Contact Email
- Additional Contact Address
- Additional Contact City
- Additional Contact State
- Additional Contact Postal Code
- Additional Contact Home Phone
- Additional Contact Work Phone
- Additional Contact Mobile Phone
- Additional Contact Employer
- Additional Contact Title
- Additional Contact Birthday
- Additional Contact Website
- Additional Contact Fico Score
- Additional Contact Favorite Things
- Additional Contact Own Current Residence
- Additional Contact Contact Preference
- Additional Contact Language
- Additional Contact Licnese Number
Action
Write

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
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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
Export Usherpa Loans
Export new or updated loans from Usherpa.
Trigger
Polling
Try It
- Loan Identifier
  Required
- Loan Officer Email
  Required
- Borrower First Name
- Borrower Middle Name
- Borrower Last Name
  Required
- Borrower Salutation
- Borrower Nick Name
- Borrower Mobile Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Email
- Borrower Best Way To Contact
- Borrower Mailing Address
- Borrower Mailing City
- Borrower Mailing State
- Borrower Mailing Postal Code
- Borrower Company Name
- Borrower Fico Score
- Borrower Job Title
- Borrower Birthday
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Salutation
- Co-Borrower Nick Name
- Co-Borrower Mobile Phone
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Email
- Co-Borrower Best Way To Contact
- Co-Borrower Fico Score
- Co-Borrower Birth Day
- Display Name
- Group Name
- Loan Notes
- Language
- Own Primary Residence
- Referrer Name
- Actual Close Date
- Application Date
- Appraisal Ordered Date
- Appraisal Received Date
- Approval Date
- Cancellation Date
- CD Sent Date
- CD Receipt Date
- Cleared to Close Date
- Construction Close Date
- Credit Pulled Date
- Decision Date
- Denied Date
- Docs To Escrow Title Date
- Estimated Close Date
- First Payment Due Date
- Lock Date
- Lock Expiration Date
- Loan In Process Date
- Loan Modified Date
- Servicing Next Payment Due Date
- Signed Date
- Sold Date
- Submitted To Underwriting Date
- Appraised Value
- Association Dues
- CLTV
- Documentation Type
- Hazard Insurance
- Is In Flood Zone
- Lien Position
- Loan Status
- Loan ARM Index
- Loan ARM Margin
- Loan Interest Rate
- Loan Amount
- Loan Number
- Loan Product
- Loan Type
- Loan LTV
- Loan Monthly Payment
- Loan Purpose
- Loan Term
- Occupancy
- PMI
- Property Taxes
- Purchase Price
- Total Down Payment
- Total Loan Amount
- Total Monthly Payment
- Secondary Loan ARM Margin
- Secondary Loan ARM Index
- Secondary Loan Interest Rate
- Secondary Loan Amount
- Secondary Loan Number
- Secondary Loan Product
- Secondary Loan Type
- Secondary Loan LTV
- Secondary Loan Monthly Payment
- Property Street Address
- Property City
- Property County
- Property State
- Property Postal Code
- Escrow Company Name
- Escrow Street Address
- Escrow City
- Escrow State
- Escrow Postal Code
- Escrow Phone Number
- Escrow Fax Number
- Escrow No.
- Title Attn
- Buyer Agent Name
- Buyer Agent Company
- Buyer Agent Title
- Buyer Agent License No.
- Buyer Agent Email
- Buyer Agent Mobile Phone Number
- Buyer Agent Work Phone Number
- Buyer Agent Fax Number
- Buyer Agent Street Address
- Buyer Agent City
- Buyer Agent State
- Buyer Agent Postal Code
- Listing Agent Name
- Listing Agent Company
- Listing Agent Title
- Listing Agent License No.
- Listing Agent Email
- Listing Agent Mobile Phone Number
- Listing Agent Work Phone Number
- Listing Agent Fax Number
- Listing Agent Street Address
- Listing Agent City
- Listing Agent State
- Listing Agent Postal Code
Action
Write

About Salesforce

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About Usherpa

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.

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