Wild Apricot + Salesforce Integration

Integrate Salesforce to Wild Apricot in one click, or tell Integrately AI how you want each contact handled. Sync membership details, update your database, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Wild Apricot
    Membership is lapsed in Wild Apricot Instant
  • Wild Apricot
    Membership is created in Wild Apricot Instant
  • Wild Apricot
    Contact is created in Wild Apricot
  • Wild Apricot
    Event registration is created in Wild Apricot
  • Wild Apricot
    Payment is created or updated in Wild Apricot
  • Wild Apricot
    Invoice is created in Wild Apricot
  • Wild Apricot
    Audit log item is created in Wild Apricot
  • Wild Apricot
    Refund is Created or updated in Wild Apricot
  • 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
Arrow Right
2.
  • Wild Apricot
    Get membership by ID in Wild Apricot
  • Wild Apricot
    Create contact in Wild Apricot
  • Wild Apricot
    Search contact in Wild Apricot
  • Wild Apricot
    Update contact in Wild Apricot
  • Wild Apricot
    Delete contact in Wild Apricot
  • Wild Apricot
    Create event in Wild Apricot
  • Wild Apricot
    Clone event in Wild Apricot
  • Wild Apricot
    Create event registration in Wild Apricot
  • Wild Apricot
    Create event registration type in Wild Apricot
  • Wild Apricot
    Check-in event attendee in Wild Apricot
  • Wild Apricot
    Create invoice in Wild Apricot
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID 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 Salesforce + Wild Apricot Integration

Capture contacts, sync membership details, update accounts, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Wild Apricot + Salesforce Integration

Create Salesforce record for new Wild Apricot contact

When a new contact is created in your Wild Apricot, 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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Salesforce + Wild Apricot Integration

Create Wild Apricot contact for new Salesforce record

Automatically creating Wild Apricot 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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Wild Apricot + Salesforce Integration

Create Salesforce task for new Wild Apricot contact

In Wild Apricot, when you create a contact, it automatically creates a task in Salesforce for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Salesforce + Wild Apricot Integration

Create Wild Apricot 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 - Wild Apricot integration, anytime a new Salesforce contact is created, an Wild Apricot 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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Wild Apricot + Salesforce Integration

Create Salesforce record for new Wild Apricot contact

When a new contact is created in your Wild Apricot, 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!
See more
  • 1of2
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 Salesforce + Wild Apricot flow

Streamline billing, scheduling, marketing, and team communication right after your core integration runs. Pick a combination and activate it in one click.

Wild Apricot
Salesforce
+
StripeStripe (4)
+
ZoomZoom (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
S
W
S
Create a Wild Apricot contact and a Stripe customer when a new lead is created in Salesforce.
New Salesforce leads immediately create a contact in Wild Apricot and a customer profile in Stripe without duplicate manual entries.
W
S
S
When a payment is created or updated in Wild Apricot, update the Salesforce record and create a charge in Stripe.
Wild Apricot payment updates instantly refresh Salesforce records and record corresponding financial transactions in Stripe.
W
S
S
Create a Wild Apricot contact, update the Salesforce account, and generate an invoice in Stripe.
New Wild Apricot contacts trigger Salesforce account updates and generate immediate billing invoices in Stripe.
W
S
S
When a membership is created in Wild Apricot, create a Salesforce contact and set up a subscription in Stripe.
New Wild Apricot memberships automatically establish Salesforce contacts and recurring billing schedules in Stripe.

Supported triggers and actions for Wild Apricot and Salesforce

Mix and match to build the exact automation you need

Wild Apricot
Wild Apricot Triggers & Actions
Instant
Membership is lapsed in Wild Apricot
Activates when a member's subscription expires
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Instant
Membership is created in Wild Apricot
Triggers the automation when a membership is created
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Contact is created in Wild Apricot
Triggers the automation when a new contact is created
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Event registration is created in Wild Apricot
Triggers the automation when someone registers for any event
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Payment is created or updated in Wild Apricot
Triggers the automation when a payment is created or updated
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Invoice is created in Wild Apricot
Triggers the automation when any invoice is added or modified
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Audit log item is created in Wild Apricot
Triggers the automation when a new record is added to the audit log
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Refund is Created or updated in Wild Apricot
Triggers the automation when a refund is created or updated
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Get membership by ID in Wild Apricot
Retrieves membership details using a unique identifier
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Create contact in Wild Apricot
Adds a new contact to the database
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Search contact in Wild Apricot
Finds and retrieves contact information
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Update contact in Wild Apricot
Updates contact information with new details
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Delete contact in Wild Apricot
Removes a contact from the address book
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Create event in Wild Apricot
Adds a new contact to the contact list
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Clone event in Wild Apricot
Creates a duplicate of an existing board with all settings and elements
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Create event registration in Wild Apricot
Registers a participant for an event
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Create event registration type in Wild Apricot
Defines a new type of event registration
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Check-in event attendee in Wild Apricot
Check-in the attendee to a event
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Create invoice in Wild Apricot
Generates invoices for sales transactions
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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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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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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 Salesforce + Wild Apricot?

Connect your CRM and membership platforms to streamline workflows and eliminate manual data transfers.

What you can automate?
🔄
Sync new leads and contacts instantly
Automatically create a contact in Wild Apricot whenever a new lead is created in Salesforce. Keep both platforms updated without touching a spreadsheet.
📋
Capture every submitted field and record
Map detailed custom fields and background data accurately between Salesforce and Wild Apricot. Ensure no critical customer detail gets lost during transfers.
📢
Notify your team on important updates
Send instant team alerts in Slack or via email whenever a membership is created or updated. Keep staff informed of key customer milestones.
🔀
Route data based on custom fields
Apply conditional rules to send specific records to different campaigns or folders depending on submitted form data.
♻️
Keep records updated as data changes
Automatically update existing Salesforce records when contact information or membership statuses change in Wild Apricot.
🔍
Prevent duplicates with smart search
Search existing database records before creating new entries to keep your contact lists clean and organized.
💳
Handle payments and membership lapses
Trigger automated workflows when payments are processed or memberships lapse in Wild Apricot to keep your CRM current.
Extend your workflow to external apps
Connect Stripe, QuickBooks Online, or Mailchimp to your core Salesforce and Wild Apricot flow for comprehensive operations.
And much more...

Who is Salesforce + Wild Apricot integration for?

Membership managers, sales teams, and operations staff streamline data sync and eliminate manual entry between Salesforce and Wild Apricot.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations coordinators
Operations coordinators
Customer success teams
Customer success teams
Database administrators
Database administrators
📈
Performance analysts
You're tracking membership renewals in Salesforce, but your Wild Apricot data stays siloed so your leadership reports always miss recent updates — automating both apps means every renewal lands instantly and your pipeline figures match reality.
Sales representatives
You're manually checking Wild Apricot for new member registrations before following up in Salesforce, but leads go cold while you cross-reference records — with this integration, new member sign-ups trigger CRM tasks instantly and your team reaches out while interest is high.
🤝
Account managers
You're managing client accounts across Salesforce and Wild Apricot separately, but mismatched contact details lead to embarrassing communication errors — connecting these apps means contact updates flow seamlessly and your client history remains unified.
📊
Operations coordinators
You're importing batch files from Wild Apricot into Salesforce every week, but the high volume creates duplicate records and corrupted fields — automating both apps means every record syncs cleanly without manual data entry errors.
👥
Customer success teams
You're waiting on finance updates in Wild Apricot to update customer tiers in Salesforce, but delayed handoffs stall onboarding — this integration means payment events update CRM accounts instantly and your team starts onboarding without delay.
🗂️
Database administrators
You're auditing member databases in Salesforce and Wild Apricot, but missing sync logs leave blind spots in customer history — connecting these apps means every database change is recorded and your audit trails stay complete.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Wild Apricot + Salesforce

Build and manage your Wild Apricot + 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 Wild Apricot + 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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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Salesforce to Wild Apricot?
Frequently Asked Questions
You can connect Salesforce to Wild Apricot in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, Wild Apricot, Stripe, Slack, and other popular tools.
Can I automatically sync new leads from Salesforce into Wild Apricot contacts?
Frequently Asked Questions
Can I connect Salesforce, Wild Apricot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Wild Apricot?
Frequently Asked Questions
How does Salesforce handle record updates in these integrations?
Frequently Asked Questions
How does Wild Apricot manage contact creations and event registrations?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Wild Apricot?
Frequently Asked Questions
Is the Salesforce and Wild Apricot integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Wild Apricot With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email marketing tools, and analytics platforms to manage and follow up on your leads.
Wild Apricot
Popular Wild Apricot Integrations
Sync Wild Apricot with billing, event management, and communication tools to keep your membership stack fully connected.