Salesforce

Salesforce

Create your customized scenario with Integromat. Automate repetitive tasks involved in using Salesforce and make your work easier.

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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Salesforce integrations

Create Trello cards from new Salesforce tasks

Create Trello cards from new Salesforce tasks

Every time a new task is created in Salesforce, Integromat will automatically create a new card in Trello.


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Create ClickUp tasks from new opportunities in SalesForce

Create ClickUp tasks from new opportunities in SalesForce

Every time a new opportunity is created in SalesForce, Integromat will automatically create a new task in a ClickUp list of your choice.


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Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet

Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet

Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Integromat will automatically check if the contact exists in Salesforce as contact or a lead and if it doesn't, it will create a Salesforce lead. Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet.


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Send text messages for changed SalesForce objects

Send text messages for changed SalesForce objects

Every time a watched object changes in SalesForce, Integromat will automatically send a text message to the specified phone numbers of those watching it.


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Add new SalesForce accounts to QuickBooks as customers

Add new SalesForce accounts to QuickBooks as customers

Every time a new account is created in SalesForce, Integromat will automatically create a new customer in QuickBooks.


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Send a Slack message from a closed Salesforce opportunity

Send a Slack message from a closed Salesforce opportunity

Use this template to send a Slack message to a channel or a user when a Salesforce opportunity is closed.


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Send email notifications for new leads in Salesforce

Send email notifications for new leads in Salesforce

Whenever new leads are added in Salesforce, Integromat retrieves the leads and sends notifications to the selected recipient/s.


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Send email notifications for new accounts in Salesforce

Send email notifications for new accounts in Salesforce

Whenever new accounts are added in Salesforce, Integromat retrieves the account details and sends notifications to the selected recipient/s.


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Add new Shopify customers as new contacts in Salesforce

Add new Shopify customers as new contacts in Salesforce

Use this template to retrieve your new Shopify customers and create contacts with the details in Salesforce automatically.


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Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

About Salesforce

Salesforce is the world's leading CRM software and enterprise cloud ecosystem. The Salesforce customer success platform can help your business grow into a more streamlined, effective and efficient organization across sales, service, marketing and more.

  • Cutting edge CRM and sales force automation
  • Online help desk and call center platform
  • Multi-channel marketing automation
  • Enhance communication with online communities
  • Powerful reporting tools
  • Create the apps you need quickly and easily
  • Connect the Internet of Things with the Internet of Customers

Integrate Salesforce with these services