Deputy + Salesforce Integration

Integrate Deputy to Salesforce in one click, or tell Integrately AI how you want each record handled. Create records, sync locations, update accounts, and trigger workflows automatically.

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1.
  • Deputy
    Notification is created in Deputy
  • Deputy
    Location is created in Deputy
  • Deputy
    Post is created in Deputy
  • Deputy
    Area/department is created in Deputy
  • Deputy
    People is created in Deputy
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Deputy
    Create people in Deputy
  • Deputy
    Create my unavailability in Deputy
  • Deputy
    Create area/department in Deputy
  • Deputy
    Create sales data in Deputy
  • Deputy
    Create location in Deputy
  • Deputy
    Create post in Deputy
  • Deputy
    Create start shift in Deputy
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Deputy + Salesforce Integration

Capture records, sync locations, update accounts, alert teams, and manage workflows, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Deputy Integration

Create Deputy contact for new Salesforce record

Automatically creating Deputy contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Salesforce + Deputy Integration

Create Deputy contact for new Salesforce contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Salesforce - Deputy integration, anytime a new Salesforce contact is created, an Deputy contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Deputy + Salesforce Integration

Create Salesforce record for new Deputy contact

When a new contact is created in your Deputy, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deputy + Salesforce flow

Streamline operations by pushing sync data into messaging, calendars, and finance tools. Pick a combination and activate it in one click.

Deputy
Salesforce
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
ZoomZoom (3)
D
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When a new location is created in Deputy, create a record in Salesforce and notify your team in Slack
Deputy locations automatically appear as Salesforce records while your Slack channel gets an instant update.
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D
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When a Salesforce lead is created, create people in Deputy and post the update in Slack
New Salesforce leads immediately populate Deputy people records and alert your scheduling channel on Slack.
D
S
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When an area or department is created in Deputy, update Salesforce records and alert your team in Slack
Department setups in Deputy update your Salesforce accounts and notify your team on Slack instantly.
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C
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Use Claude to evaluate Salesforce lead updates, create a Deputy post if qualified, and notify Slack
Claude reviews Salesforce lead updates to determine priority, creates a Deputy post, and alerts Slack.

Supported triggers and actions for Deputy and Salesforce

Mix and match to build the exact automation you need

Deputy
Deputy Triggers & Actions
Notification is created in Deputy
Triggers the automation when a notification is created
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Location is created in Deputy
Triggers the automation when a new location is added
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Post is created in Deputy
Triggers the automation when a new post is created
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Area/department is created in Deputy
Triggers the automation when a new area/department is created
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People is created in Deputy
Triggers the automation when a new person is created
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Create people in Deputy
Adds new people to the system
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Create my unavailability in Deputy
Logs your unavailability
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Create area/department in Deputy
Creates a new area or department with
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Create sales data in Deputy
Logs new sales data
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Create location in Deputy
Generates a new location
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Create post in Deputy
Creates and publish a new post
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Create start shift in Deputy
Generates a new shift for the start of a workday
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Deputy + Salesforce?

Connect Deputy and Salesforce to eliminate manual data entry, streamline scheduling, and keep your customer records perfectly synchronized.

What you can automate?
🔄
Sync locations and records automatically
Create a Salesforce record the moment a location is created in Deputy. Ensure your CRM always reflects your active operational sites without manual data transfer.
📋
Capture every submitted field and detail
Map all available fields from Deputy people entries and posts directly into Salesforce records and contacts. Keep comprehensive data histories across both platforms.
🔔
Alert the right team member immediately
Send instant notifications whenever new records, locations, or leads are generated across Deputy and Salesforce. Keep your staff aligned on every operational update.
🔀
Route workflows based on submitted field values
Trigger different actions depending on specific criteria in Salesforce leads or Deputy departments. Direct data to the correct custom objects automatically.
✏️
Keep destination records updated on changes
Automatically update existing Salesforce records whenever details change in Deputy, or vice versa. Maintain accurate customer and staff data without manual edits.
🔍
Add or update instead of creating duplicates
Search existing records before creating entries in Deputy or Salesforce. Prevent duplicate contacts and location profiles from cluttering your databases.
Handle later status changes and updates
Respond instantly when opportunities close, tasks update, or shifts begin. Keep both systems synchronized through every phase of the work cycle.
🔌
Extend your workflow to messaging apps
Trigger automated alerts in Slack whenever new Deputy locations or Salesforce records are created. Connect your entire operational stack in a single flow.
And much more...

Who is Deputy + Salesforce integration for?

Operations teams, sales managers, and payroll admins who need to sync scheduling data and customer records without manual data entry errors.

Performance managers
Performance managers
Operations supervisors
Operations supervisors
Account executives
Account executives
Retail managers
Retail managers
Payroll coordinators
Payroll coordinators
Compliance officers
Compliance officers
📈
Performance managers
You're scheduling shifts in Deputy based on demand, but your Salesforce reports only update when someone manually exports location records, so your sales and staffing metrics are always out of sync — with this integration, every new location lands in Salesforce instantly and your reporting stays current.
Operations supervisors
You're creating departments in Deputy to manage on-ground teams, but finding out about closed deals or customer updates in Salesforce takes hours of cross-checking, so your response times lag — automating both apps means every Salesforce task alerts your scheduling team immediately and keeps execution aligned.
🤝
Account executives
You're coordinating client meetings and schedules through Deputy, but your client account histories in Salesforce remain blank until end-of-week reviews, leaving stakeholders in the dark — this integration means every created location and person syncs straight to Salesforce for full visibility.
📊
Retail managers
You're logging high volumes of sales data and staff posts in Deputy, but manual entry into Salesforce creates severe bottlenecks and missing records during peak periods — connecting these apps means every transaction and record flows automatically without manual lag.
🔄
Payroll coordinators
You're managing staff availability and payroll inputs in Deputy, but depending on sales reps to manually push account updates from Salesforce leads to alignment gaps — this integration means every record update bridges the gap between staffing and customer data instantly.
🗂️
Compliance officers
You're tracking location setups and staff logs in Deputy, but auditing customer accounts in Salesforce reveals audit trails with gaps due to manual logging errors — automating both apps means every event is recorded accurately in both systems for reliable compliance histories.
Our team

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Why choose Integrately to automate Deputy + Salesforce

Build and manage your Deputy + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Deputy + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Deputy to Salesforce?
Frequently Asked Questions
You can connect Deputy to Salesforce in 1 click using ready templates or ask Integrately AI to build custom workflows for you. It also integrates with Slack, Google Calendar, QuickBooks Online, and 1,500+ other apps.
Can I automatically create Salesforce records when a location is created in Deputy?
Frequently Asked Questions
Can I connect Deputy, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Deputy and Salesforce?
Frequently Asked Questions
How does Deputy handle new locations and people records?
Frequently Asked Questions
How are Salesforce records and leads updated in automations?
Frequently Asked Questions
Do I need coding skills to automate Deputy and Salesforce?
Frequently Asked Questions
Is the Deputy and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Deputy or Salesforce With 1500+ Other Apps

Deputy
Popular Deputy Integrations
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing, analytics, and invoicing platforms to keep customer data working across your stack.