Salesforce

Salesforce

CRM

Salesforce provides cloud computing as well as social enterprise Software-as-a-Service (SaaS).

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Salesforce popular flows

When a new customer is created in Shopify, create a new contact in Salesforce

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Check Salesforce for lead priority and update ticket accordingly for new Zendesk ticket.

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When a new Marketo lead is added, create account and contact of lead in Salesforce

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Fetch all the leads in Salesforce and send them to a room in Cisco Spark for new message posted in the room containing a particular word

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When a subscriber is added in Mailchimp, add the lead to Salesforce

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When a subscriber is added in Mailchimp, add the contact to Salesforce

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When a new customer is added in QuickBooks Online, create the customer in Salesforce

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When a Twitter user tweets, send a notification to Cisco Spark, update their record in Salesforce and Outreach

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When a new customer or a new order is added in Shopify, create or update their record in Salesforce, Hubspot, and Outreach

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When a user or account is updated in Salesforce, update the user or account in Marketo and Outreach

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When you get a new follower on Twitter, send an alert through Cisco Spark and create/update their record in Salesforce and Outreach

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When a new prospect is created in Outreach, create a lead in Salesforce

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Add rows in Excel Online and create leads in Salesforce for new customers in Shopify

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Create Salesforce contacts for new rows in Excel Online

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Create Salesforce leads for new rows in Excel Online

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Add rows in Google Sheets, and create Salesforce leads for new Shopify customers

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Create new lead in Dynamics 365 for new Salesforce lead

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Salesforce to Marketo

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Create a Wiki Article When A Deal Is Opened

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New Salesforce Opportunity to Moxtra, Quip, and Twilio

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Send a message to a Moxtra binder on a new opportunity in Salesforce

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Send a message to Moxtra binder when a new lead gets added to Salesforce

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When a new lead gets added in Salesforce post a message to a Cisco Spark room

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When a new lead gets added in Salesforce post a message on a Slack channel

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When a new lead gets added in Salesforce make an entry in Smartsheet

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When a new lead is created in Salesforce make a entry in Google Sheets

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When a new opportunity is raised in Salesforce make an entry in Google Sheets

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Get leads from Salesforce and send them in an email

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Copy Pipedrive people to Salesforce as leads and post a message to a particular Cisco Spark room

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Get Cisco Spark notifications for new Salesforce opportunities

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Post message to Cisco Spark for new SalesForce Opportunity and email it to a specific emailID

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Fetch new contact in Salesforce and send the contact name to Cisco Spark room

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Make your own workflow with Triggers and Actions

Triggers and actions allow you to receive and send data to your apps.

Actions

Create Account

Create a new account

Create Bulk Record

Create multiple records at a time

Create Campaign

Create a new campaign

Create Contact

Create a new contact

Create Email Template

Create a new email template

Create Lead

Create a new lead

Create Opportunity

Create a new opportunity

Create Record

Create a new record for the specified object

Create Task

Create a new task

Create User

Create a new user

Delete Bulk Record

Delete multiple records at a time

Delete Record

Delete a record of a specified object

Executes SOQL query

Execute the specified SOQL query

Get Accounts

Retrieve the details of one or more accounts

Get Campaigns

Retrieve the details of one or more campaigns

Get Contacts

Retrieve th details of one or more contacts

Get Email Templates

Retrieve the details of one or more email templates

Get Leads

Retrieve the details of one or more leads

Get Opportunities

Retrieve the details of one or more opportunities

Get Records

Retrieve the records of the specified object

Get Tasks

Retrieve the details of one or more tasks

Get Users

Retrieve the details of one or more users

Update Bulk Record

Update multiple records at a time

Update Record

Update the records of the specified object

Triggers

New Account

Triggers when a new account is created

New Contact

Triggers when a new contact is created

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created 

New Record in Custom Object

Triggers when a new record is created for a custom object

New Task

Triggers when a new task is created

New Event

Triggers when a new event is created