Your sales team runs deals in Salesforce while your operations team manages members and companies in Flex. Keeping both updated by hand means someone finds out about a new customer or a lost deal too late. Connecting the two through Zapier automatically creates a matching record whenever a new opportunity, member, or company appears on either platform.
This works through Zapier's official Flex app. The app supports a fixed set of triggers and actions, so each workflow you build runs as its own one-directional Zap, not a continuous two-way sync.
Prerequisites
Before you connect Salesforce and Flex, confirm the following:
An active Zapier account on a plan that supports premium apps. Salesforce is a premium app on Zapier.
A Salesforce Sales or Service edition account (Essentials, Professional, Enterprise, Unlimited, or Performance). Marketing Cloud accounts aren't supported.
'My Domain' configured in your Salesforce org. Custom domains aren't supported.
Zapier approved as an External Client App in your Salesforce org.
Admin access in Flex, using your Flex admin credentials or a Client ID and Client Secret if your organization uses SSO.
Important: Flex triggers in Zapier check for changes on a polling cycle, typically every 15 minutes, not instantly. Custom properties of type 'date' or 'multi-select' aren't supported in Flex triggers or actions.
Example workflows
These three Zaps cover the most common ways sales and operations teams connect Salesforce and Flex today.
Create a Salesforce lead when a visitor tours your space
When someone checks in for a tour, this Zap immediately creates a lead in Salesforce, so your sales team doesn't have to rely on the front desk to log every walk-in.
Trigger | Action |
New Visitor Check-In Triggers when a new visitor check-in is added. When you set up the trigger, select the 'Tour' visitor flow so only tour check-ins fire the Zap, not deliveries, interviews, or other visit types. |
Create Lead Creates a new lead in Salesforce. |
Send new Flex opportunities to Salesforce as leads
When your team logs a new opportunity in Flex, this Zap creates a matching lead in Salesforce so sales can qualify it without checking two systems.
Trigger | Action |
 New Opportunity Triggers when a new opportunity is added. |  Create Lead Creates a new lead in Salesforce. |
Create a Flex company when a Salesforce deal closes
When a deal moves to 'Closed Won' in Salesforce, this Zap creates the company in Flex, so operations can start onboarding right away.
Trigger | Action |
 Updated Field on Record Triggers when a field of your choosing (ie, email address, status) is updated on any record of a specified Salesforce object (ie, Contact, Lead, Opportunity, etc.). Set it to watch the 'Opportunity Stage' field for 'Closed Won'. |  Create Company Creates a new company. |
Add new Salesforce contacts to Flex as members
When a new contact is added in Salesforce, this Zap creates a matching member in Flex, so your space has their details ready before they set foot on site. This is the most commonly used Zap for this integration.
Trigger | Action |
 New Contact Triggers when a new Contact is created. |  Create Member Creates a new member. |
Add new Flex members to Salesforce as contacts
When someone becomes a member in Flex, this Zap creates a matching contact in Salesforce, so account managers can see membership activity next to sales history.
Trigger | Action |
 New Member/Member Status Updated Triggers when a new member is added or when a member's status is changed. |  Create Contact Creates a new contact. |
Important: Running both contact-to-member Zaps simultaneously creates a loop. A Salesforce contact creates a Flex member, that member creation satisfies the other Zap's trigger, and it creates another Salesforce contact, back and forth, until you turn one off.
To prevent this, don't use a plain 'Create' action on both sides. Instead:
On the Salesforce side, use 'Find' or 'Create Record' instead of 'Create Contact' so it only creates a record if no match already exists.
On the Flex side, add a 'Find Member' step before 'Create Member', followed by a 'Filter' step that only continues if no match was found, since Flex doesn't have a combined 'Find' or 'Create' action.
Notify your account manager when a member cancels
When a member's status changes to canceled or terminated, this Zap sends your account manager an email straight away, so churn doesn't surface for the first time in a monthly report.
Trigger | Action |
New Member/Member Status Updated Triggers when a new member is added or when a member's status is changed. Filter the trigger by 'Status'. |  Send Email Sends an email using Salesforce Simple Email Actions. |