Salesforce CRM Integration With Route4Me via Zapier

Salesforce is a leading cloud-based CRM platform offering tools for customer tracking, analytics, marketing automation, and app development. You can connect your Salesforce account to Route4Me via Zapier, a platform that automates workflows between apps. This integration allows you to sync contacts from Salesforce directly to your Route4Me Address Book. Once set up, any new Salesforce contact is automatically added to your Address Book.

Integrate Salesforce With Route4Me Using Zapier

Sync Salesforce contacts with Route4Me to plan optimized routes and insert contacts into existing routes, without having to copy details by hand or switch between platforms. To do this, log into your Zapier account and create a Zap to link the two platforms.

Once connected, sign into your Salesforce account to connect it with Zapier. Every time a new contact is created in Salesforce, it is automatically added to your Route4Me synced Address Book, keeping your contacts up to date at all times.

Set Up Your Route4Me Synced Address Book

Once your Salesforce trigger is set up, connect your Route4Me account to Zapier using your API key.

This will automatically sync new Salesforce contacts to your Route4Me synced Address Book, with options to map fields, including custom data and group assignments using the Custom Data Editor.

Access Your Route4Me API Key

After the Zap is created, Zapier can run a test to confirm your Salesforce contacts sync to Route4Me correctly. You can also review synced contacts to verify data accuracy and use custom fields or group IDs to organize the data in your Address Book.

The Zap can be enabled, disabled, or edited at any time to adjust which data is synchronized. Once contacts are synced, you can use them to plan routes, create addresses, or add orders directly in Route4Me.

Open Your Route4Me Address Book

Last Updated: January 1, 2025August 28, 2025