Salesforce
Create your customized scenario with Integromat. Automate repetitive tasks involved in using Salesforce and make your work easier.
Try Integromat for FREENo credit card. You'll love it.
Create your customized scenario with Integromat. Automate repetitive tasks involved in using Salesforce and make your work easier.
Try Integromat for FREEIntegromat 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!
Every time a new task is created in Salesforce, Integromat will automatically create a new card in Trello.
Every time a new opportunity is created in SalesForce, Integromat will automatically create a new task in a ClickUp list of your choice.
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.
Every time a watched object changes in SalesForce, Integromat will automatically send a text message to the specified phone numbers of those watching it.
Every time a new account is created in SalesForce, Integromat will automatically create a new customer in QuickBooks.
Use this template to send a Slack message to a channel or a user when a Salesforce opportunity is closed.
Whenever new leads are added in Salesforce, Integromat retrieves the leads and sends notifications to the selected recipient/s.
Whenever new accounts are added in Salesforce, Integromat retrieves the account details and sends notifications to the selected recipient/s.
Use this template to retrieve your new Shopify customers and create contacts with the details in Salesforce automatically.
Triggers when a bulk data job is created.
Triggers when a record is created or updated in an object.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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.