Salesforce Integration
Via ZapierAgencyPro connects to Salesforce through Zapier, not a built-in integration. Zaps can create or update Salesforce records when a client, invoice or payment is created in AgencyPro, or create AgencyPro clients and requests when a Salesforce record changes.
Connects via Zapier
AgencyPro connects with Salesforce through Zapier, not a native built-in integration. You build automated workflows ("Zaps") with the AgencyPro app on Zapier, which has triggers for clients, requests, tickets, invoices, payments and order forms. You need the AgencyPro Plus plan and a Zapier account. Zapier's Free plan runs two-step Zaps; multi-step Zaps and premium apps need a paid Zapier plan.
Browse AgencyPro ZapsWhy connect Salesforce with AgencyPro
Salesforce runs sales; AgencyPro runs delivery. Zapier can bridge the handoff. For example, a Salesforce opportunity update can trigger a Zap that runs Find or Create Client and Create Request in AgencyPro, so delivery has the work in its queue. In the other direction, Client Created, or Invoice Updated filtered to status paid, in AgencyPro can update the matching Salesforce record so account owners see what happened after the sale.
Salesforce is a premium app on Zapier, so you need a paid Zapier plan as well as AgencyPro Plus, and your Salesforce edition must include API access. AgencyPro has no project or task triggers, so Zaps work with clients, requests, tickets, invoices and payments.
Key features
Benefits for your agency
How agencies use Salesforce with AgencyPro
Won deal to delivery
A Salesforce opportunity change creates the client and a request in AgencyPro.
Billing visibility for account owners
When an AgencyPro invoice changes to paid (Invoice Updated, filtered to status paid), the Zap updates a field on the Salesforce account.
New clients in the CRM
Client Created in AgencyPro creates or updates the Salesforce contact.
How to set up Salesforce with Zapier
- Check that your AgencyPro workspace is on the Plus plan, which includes Zapier.
- Create a Zapier account if you don't have one. Check whether your Zap needs a paid Zapier plan.
- Open the AgencyPro app on Zapier and create a new Zap. Connect your AgencyPro account when Zapier asks.
- Choose the trigger: an AgencyPro event such as Invoice Created or Payment Created, or a Salesforce event if data should flow into AgencyPro.
- Add Salesforce (or AgencyPro) as the action app and connect that account.
- Map the fields, test with a real record, then turn the Zap on.
Frequently asked questions
Which plans do I need?
AgencyPro Plus for Zapier access, a paid Zapier plan because Salesforce is a premium Zapier app, and a Salesforce edition with API access.
Can a Zap create AgencyPro projects?
No. The AgencyPro Zapier actions create and update clients, requests, comments, tickets and messages, not projects.
Will Zaps use my Salesforce API limits?
Yes. Each Zap run makes Salesforce API calls that count toward your org's daily limit.
Ready to get started?
See how Salesforce fits into your AgencyPro setup, or ask us which plan you need.