Salesforce

Salesforce

Salesforce

Sales & Marketing

Salesforce is a service that allows you to create a developer account. It is a leading enterprise customer relationship manager (CRM) application that allows you to log, manage, and analyze all customer activity in one place. It provides cloud computing as well as social enterprise Software-as-a-Service (SaaS). Salesforce lets you monitor everything from sales leads to support tickets, and from channel marketing to website analytics.

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Salesforce templates

When a new customer is created in Shopify, create ServiceNow incident and Salesforce lead, and later post it to a group in Cisco Spark.

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When a new contact is added in ActiveCampaign, create a new lead in Salesforce

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Create lead in Salesforce for new prospects in Outreach

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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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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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Create Salesforce contacts for new rows in Google Sheets

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Create Salesforce leads for new rows in Google Sheets

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

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Create Google contacts for new contacts in Salesforce

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Create new Salesforce contact for new customer in Shopify

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Create leads in Salesforce for new people in Pipedrive

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Create contacts in HubSpot for new Salesforce leads

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Create new lead in Dynamics 365 for new Salesforce lead

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Add list of all attendees in EventMobi as new lead in Salesforce

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Send messages to Cisco Spark for new lead in Salesforce

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Create Salesforce task for new cards in Trello

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Send Cisco Spark messages for new Salesforce opportunities

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Notify in Cisco Spark when new contacts are added in Salesforce

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Create lead in Pipedrive and notify in Cisco Spark for new Salesforce contacts added

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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 Bulk Record

Create Campaign

Create Contact

Create Email Template

Create Lead

Create Opportunity

Create Record

Create Task

Create User

Delete Bulk Record

Delete Record

Execute SOQL Query

Get Accounts

Get Campaigns

Get Contacts

Get Email Templates

Get Leads

Get Opportunities

Get Records

Get Tasks

Get Users

Update Bulk Record

Update Record

Triggers

New Contact

New Account

New Lead

New Opportunity

New Case

New Task

New Event

New Record in Custom Object