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How to Connect Salesforce and Reverse Contact with Zapier?

David Jones avatar
Written by David Jones
Updated over 4 months ago

Connecting Salesforce and Reverse Contact via Zapier allows you to automate workflows between these services effortlessly. We've prepared a detailed guide to walk you through the process step by step. Here’s how you can get started:


2- Click "Create Zap"


3- Click the "Search…" field.


4- Type "salesforce"


5- Click "Salesforce"


6- Click the "*EventRequired" field.


7- Choose your event, here is "New Record".


8- Click "Continue"


9- Click "Sign in"


10- Click here.


11- Click on the environment; I advise you to first test with a sandbox account.


12- Click "Yes, Continue to Salesforce"


13- Login to Salesforce


14- If credentials are wrong, try using your custom Salesforce domain.


15- Click on Allow to allow Zapier to read and write on Salesforce


16- Click "Continue"


17- Click "Choose value…"


18- Click on "Contact"


19- Click "Continue"


20- Click "Test trigger"


21- Click "Continue"


22- Create a new action step and choose "Reverse Contact."


23- Click the "Event" field.


24- Click on Find Profile.


25- Click "Continue"


26- If you never sign in to Reverse Contact on Zapier, you have to sign in with the "Sign In" button. A window appears to connect with your Reverse Contact API key that you can find here: https://app.reversecontact.com/api


27- Click "Continue"


28- Click on the Email Address field.


29- Select the Email in the Salesforce trigger step


30- Click here.


31- Click "Continue"


32- Click "Test action"


33- Click "Close"


34- Now we enriched via Reverse Contact the email, we will update the contact in Salesforce


35- Click "Salesforce"


36- Click the Event field.


37- Click on Update Contact.


38- Click "Continue"


39- Click "Continue"


40- Click "Record to Update"


41- Click "Custom"


42- Click "1. New Record in Salesforce"


43- Click the contact "ID"


44- Now, you can update as many fields as you want. Example with Last Name here:


45- Click "2. Find Profile in Reverse Contact"


46- Click "Person Last Name"



💡 You can see that there are "line items" in the Reverse Contact data return via Zapier (line values separated by a comma). If you wish to select only one item from a line item, you can do so via a zapier "Format" action. Here's a tutorial: https://help.zapier.com/hc/en-us/articles/8496308258189-Convert-line-items-into-text-strings

47- Example with First Name here:


48- Click "2. Find Profile in Reverse Contact"


49- Click "Person First Name"


50- Example with Job Title here:


51- Click "2. Find Profile in Reverse Contact"


52- Type "job" in the search bar


53- Select the latest position of the profile


54- Type "location" in the search bar


55- Once you set all the field you need, you can click on "Continue"


56- Click "Test action"


57- Click "Close"



Now, as Reverse Contact send person (contact in salesforce) data but also company (account in salesforce) data, we will see how to update Account properties.

58- Click here to add a new action step


59- Click "Salesforce"


60- Click the "Event" field.


61- Click on Update Record.


62- Click "Continue"


63- Click "Continue"


64- Click "Choose value…"


65- Click "Account"


66- Click "Record to Update"


67- Click "Custom"


68- Click "1. New Record in Salesforce"


69- Click on the "Account Id"


70- Now we can update Account properties with Reverse Contact data. Here is an example to update the Account Name:


71- Click here.


72- Click "Company Name"


73- Here an exemple to update Billing City:


74- Click "2. Find Profile in Reverse Contact"


75- Type "headquar"


76- Click here.


77- Here an example to update Billing Country:


78- Type "headquar"


79- Click "Company Headquarter Country"


80- Here is an example of updating Billing State/Province:


81- Click the "Search all available fields" field.


82- Click "Company Headquarter Geographic Area"


83- Here is an example to update the Website:


84- Click "2. Find Profile in Reverse Contact"


85- Click Company Website Url


86- Here an example to update Employees count:


87- Click "2. Find Profile in Reverse Contact"


88- Click "Company Employee Count"


89- Once you set all the field you want to update, click on Continue


90- Click "Test action"


91- And then click on "Publish"!


Well done, you have connected Reverse Contact and Salesforce data via Zapier 🎉

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