Automation via Zapier
Salesforce Integration
Connect Communal to Salesforce to maintain unified member records. Create leads or contacts from new members, track membership opportunities, and keep your CRM data accurate.
What You Can Do
- Create leads or contacts from new members
- Sync membership data to custom fields
- Track membership as opportunities
- Update records when membership status changes
Popular Automations
Automation
WhenNew member joins Communal
ThenCreate lead in Salesforce
Automation
WhenMembership status changes
ThenUpdate Salesforce contact
Frequently Asked Questions
For membership organizations, contacts are usually best since members have already "converted" by joining. Leads are better for tracking prospective members who haven't joined yet.
Yes, with Zapier you can create records in custom Salesforce objects, which is useful for tracking membership details separately from contact records.
The Zapier integration works with most Salesforce editions that include API access, including Professional, Enterprise, and Unlimited.
Related Integrations
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