The fields your office receives
| Source field | Destination |
|---|---|
| Captured caller name | Lead name fields according to your mapping |
| Phone, email, and company when supplied | The corresponding Salesforce fields you select |
| Call summary | Lead description or a separate configured activity |
| Call reference and outcome | Approved source or reference fields |
- Direction
- Penny sends an event to Zapier; the configured Salesforce action creates or updates the selected record.
- When it happens
- After the call has been processed, subject to Zapier task execution and Salesforce acceptance.
The connection does not bypass Salesforce validation rules. Required details that the caller has not supplied need a defined review path. Penny does not qualify a sale as closed or create revenue figures from a conversation.
Set up the connection
- 1
Check Salesforce access with your administrator
Confirm that your Salesforce account can use Zapier and that the connected user can write the intended object. Follow the organization’s app approval process if one applies.
- 2
Select Penny’s lead event in Zapier
Connect Penny and the correct Salesforce organization in Zapier, and pick the Salesforce action your administrator has approved. Press Test in Settings → Integrations to send a sample, then make one test call.
- 3
Handle the required fields
Map the supplied name and contact details. Set a branch for incomplete inquiries so a missing company or surname does not become invented data or an unnoticed failed task.
- 4
Review the record with the person who follows up
Run a test action and open the resulting Salesforce record. Confirm assignment and validation behavior before enabling the Zap.
Salesforce lead created by a Zap
- Name
- Sample Caller
- Company
- Example Company — supplied in the inquiry
- Description
- Requests a call about office maintenance service
- Lead source
- Penny — a value configured by the administrator
Check the first result
Run one complete inquiry and one with a missing required field. Verify that the first reaches the right record owner and the second follows the review path you configured.
Questions about this connection
What happens if a required Salesforce field is missing?
Build a review path in the Zap for incomplete inquiries. Keep missing details visible for your team instead of inventing a company name or letting a failed action go unnoticed.
How do I know the connection is ready?
Run one complete inquiry and one with a missing required field. Verify that the first reaches the right record owner and the second follows the review path you configured.