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 Google Calendar events from new Salesforce events

Create Google Calendar events from new Salesforce events

Every time a new event is created in Salesforce, Integromat will automatically create a new event in a selected Google Calendar.

Create Asana tasks from new Salesforce tasks

Create Asana tasks from new Salesforce tasks

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

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.

Create Salesforce events from new Google calendar events

Create Salesforce events from new Google calendar events

Every time a new event is created in a selected Google Calendar, Integromat will automatically create a new event in Salesforce.

Parse email signatures and add/update contacts in SalesForce

Parse email signatures and add/update contacts in SalesForce

Parse Gmail emails using SigParser for the sender's signature details (phone, address, title...). Creates a new SalesForce contact or update an existing contact. Filters out automated/spam emails.

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.

Add new Google Tasks tasks to Salesforce as tasks

Add new Google Tasks tasks to Salesforce as tasks

Every time a new task is created in Google Tasks, Integromat will automatically create a new task in SalesForce.

Create SalesForce leads from new Google Forms responses

Create SalesForce leads from new Google Forms responses

Every time a new response is entered on your Google Form, Integromat will automatically create a new lead in SalesForce.

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.

Triggers

Salesforce

Watch records in an object

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

Actions

Salesforce

Create a non-responsible record in an object

Creates a new non-responsible record in an object.

Salesforce

Create a responsible record in an object

Creates a new responsible record in an object.

Salesforce

Update a record in an object

Edits an already-existing record in an object.

Salesforce

Delete a record in an object

Deletes an existing record in an object.

Salesforce

Get records in an object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Salesforce

Search for records in an object

Searches for records in an object that matches the specified search 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