Integrating Salesforce with AccountableCRM using Zapier enables seamless automation of your Salesforce objects. By connecting both platforms, you can automatically sync newly created contacts in Salesforce to your AccountableCRM account. Follow the step-by-step guide below to complete the integration and streamline your workflow.

What You Need

AccountableCRM Access
A Zapier account
A Salesforce Account

Setup Steps

Step 1: Create a Category Field(Salesforce)

Inside Salesforce, you'll need to create a Category Field with values that map to each of our selling system categories. This allows new contacts in Salesforce to be synced to the correct selling system category in AccountableCRM.

Inside Salesforce, click the Gear icon in the top navigation, followed by Setup.

You Redirect the Setup page and click Object Manager.

Then find the Contact object record and click on the word Contact.
Next, click Fields & Relationships in the left-hand navigation.
Click New in the upper-right menu.
Select Data Type in PickList and click Next.
Fill out the New Custom Field form like this:
- Field Label: "Category"
- Values: "Enter values with each value separated by a new line"
  - Type each of our selling system categories followed by a new line (return)
- Field Name: "Category"
  - Required: We recommend checking this box so that new contacts always map properly to your AccountableCRM account, but it is entirely up to you. If you leave this unchecked, new contacts have the potential to be left "Uncategorized" in AccountableCRM.
    
    Our categories:
    1. Help List
    2. Fight Club
    3. Promoter
    4. Advocate
    5. Connector
    6. Climber
    7. New Client
    8. Someday
    9. Nextpert
    10. Aspirational

Click Next.

Leave everything defaulted and click Next.
Click Save.

Step 2: Create a New Zap

Login AccountableCRM -> Click Profile icon (Top right Corner) -> Account -> Click Integration
If prompted, click the “Log in” or “Sign up” button on Zapier to access your account.
After logging in, click the 'Create Workflow' button.
A new Zap creation popup will appear.

Step 3: Set the Trigger App

Click the "Trigger" block in your new Zap.
In the search bar, type and select Salesforce.
Choose a Trigger Event, such as New Contact.
Click the Sign In button to begin connecting your Salesforce account.
A popup will appear asking which Salesforce environment you want to use.
In most cases, you should select the "Production" environment.
Then, click "Yes, Continue to Salesforce."
From there, you'll be prompted to sign in to your Salesforce account.
After signing in, the popup will prompt you to allow access.
Click "Allow" to grant permissions.
The popup will then close automatically.
Then, click "Continue"
Test the trigger to pull a sample record.
Zapier will show only the 3 most recent records from Salesforce by default.
To view newly added contacts, click the “Find new records” button.
Once the latest records are loaded, select the contact to proceed with testing.
Then, click 'Continue".

Step 4: Set the Action App — AccountableCRM (via Zapier)

Click the "Action" step.
Once the trigger is collected successfully, Zapier will automatically suggest the next action step.
Start typing “AccountableCRM” and select it from the dropdown list once it appears.
Choose the Action Event: Create or Update Contact.
Next, click the “Sign in” button to connect your AccountableCRM account to Zapier.
A pop-up will appear asking for your API Client Key and API Secret Key.
How to Obtain AccountableCRM API Key and Secret Key?
- Open New Tab AccountableCRM
- Click Profile icon (Top right Corner) -> Account -> Click Integration
- Copy and Use the API Keys listed under Integration.
- Paste the API Secret Key and API Client Key into their correct input boxes.
- Then, click “Yes, Continue to AccountableCRM” to complete the connection.
Once the configuration is finished, click 'Continue'

Step 5: Configure the AccountableCRM

Complete all mandatory fields (marked with an asterisk *).Set up the AccountableCRM action using key-value pairs based on your Salesforce fields.
In the value fields, use the dropdown or "/" symbol to map fields from your Salesforce app.
Once all Contact fields are mapped correctly, click Continue to proceed.
If a Salesforce Field Isn't Listed:
1. Click the three-dot menu next to the field.
2. Select “Custom” from the options.
3. Enter the field name exactly as it appears in Salesforce, or select the field from the dropdown if it’s available.
Be sure to also set the Category field to the Category field that you created in Salesforce.

Step 6: Activate the Zap

Click the "Publish" button

This will activate your workflow.
Close the zap window

2. Ensure the workflow is turned ON

After publishing, make sure the workflow is active (ON status).

Rename the "Untitled Zap" to Push New SFDC Contacts to AccountableCRM

Click on "Untitled Zap"
you’ll see the current Zap name as Untitled Zap.
Click Rename.
Replace the text with: Push New SFDC Contacts to AccountableCRM.
Press Enter or click outside and Your new name will be saved.

Step 7: Testing

Once the workflow status is set to ON, go to your AccountableCRM dashboard.
Go into Salesforce and create a new contact.
Navigate to the Contacts section.
Refresh the page to confirm whether the contact has been inserted successfully.

Sync SFDC Contacts (Modified/Updated) to AccountableCRM

Note : Salesforce does not support both "Create" and "Update" actions in a single Zap. So, you must create another separate workflows

Login to accountable CRM and go to Profile -> Account -> Integration
Click to create Workflow
Click "Trigger"
In the search bar, type and select Salesforce.
Choose a Trigger Event, such as Updated Record.
Select the appropriate Trigger Event (Updated Record) from the dropdown.
Then, configure your Salesforce account
Once done, click Continue to proceed.

Configure the Update Records

Click the Salesforce Object.
In the search bar, type and select Contact from the list.
After selecting the object, click Continue to proceed.

Test the Update Records

Zapier will show only the 3 most recent records from Salesforce by default.
To view newly added contacts, click the “Find new records” button.
Once the latest records are loaded, select any one of the contacts to proceed with testing.
Then, click Continue.