Connect Make to Salesforce (2026)

Can you connect Make to Salesforce?

Quick Answer: Yes. Make includes a dedicated Salesforce module that supports triggers (new record, updated record) and actions (create, update, search, delete records). CRM workflows such as lead syncing, opportunity updates, and contact management can be automated without coding.

Connecting Make to Salesforce

Make (formerly Integromat) provides a native Salesforce module that connects to the Salesforce REST API. As of April 2026, the module supports all standard and custom Salesforce objects, enabling teams to automate CRM workflows across leads, contacts, opportunities, accounts, and custom objects.

Available Salesforce Triggers

New Record — Fires when a new record is created in any Salesforce object
Updated Record — Fires when a field is modified on an existing record
New/Updated Record — Combines both triggers for any change
Outbound Message — Receives Salesforce outbound messages (workflow rules)

Available Salesforce Actions

Create a Record — Insert a new lead, contact, opportunity, or custom object
Update a Record — Modify fields on an existing record by ID
Upsert a Record — Create or update based on an external ID field
Delete a Record — Remove a record by ID
Read a Record — Retrieve field values for a specific record
Search Records (SOQL) — Query records using Salesforce Object Query Language

Common CRM Automation Scenarios

Lead Sync from Web Forms

Trigger: New form submission (Typeform, Tally, or webhook)
Action: Create a Lead in Salesforce with mapped fields
Benefit: Eliminates manual data entry for inbound leads

Opportunity Stage Notifications

Trigger: Salesforce opportunity stage changes to "Negotiation"
Action: Send Slack message to sales manager with deal details
Benefit: Real-time visibility into pipeline movement

Contact Enrichment

Trigger: New Salesforce Contact created
Action: Look up company data via Clearbit or similar, update Contact fields
Benefit: Automatic data enrichment without manual research

Setup Steps

In Make, create a new scenario and add the Salesforce module
Click "Add" to create a Salesforce connection
Authorize Make to access the Salesforce org (OAuth2 flow)
Select the trigger or action and configure the Salesforce object
Map fields from previous modules into Salesforce record fields
Test the scenario with sample data before activating

Limitations

Make's Salesforce module respects Salesforce API rate limits (typically 100,000 API calls per 24 hours for Enterprise Edition)
Bulk operations require multiple iterations or the Salesforce Bulk API (via HTTP module)
Real-time triggers depend on Make's polling interval (1-15 minutes based on plan)