Salesforce is one of the most popular CRM platforms that you can get. Most major companies across the world use Salesforce to get the most out of their leads. Salesforce has been instrumental in the success of many businesses around the world.
However, in today’s fast-paced business environment, having a good software solution isn’t enough. Modern software needs to communicate and work together automatically. However, most software still lacks proper integration support. Sometimes, even existing integrations aren’t enough.
Businesses can have very specific use cases that require them to either manually do the work or create special protocols to ensure the smooth functioning of their business. However, there is a modern-day solution. Workflow automation is a rising class of software that can allow you to create automated custom integration and workflows. This allows you to integrate various software like Salesforce with any software that you desire.
Workflow automation software is a codeless interface meaning that anyone can create an automated workflow for themselves. If you are reading this, you’re in the right place. Appy Pie offers an excellent workflow automation solution. Called Appy Pie Connect, Appy Pie’s workflow automation solution can be used to integrate over 150 software and can create 1000+ integrations and automated workflows.
It also lets you create your own integrations for Salesforce. Here are some of the most popular Salesforce integrations:
Integrate Salesforce and Google Calendar
One of the most interesting and important integrations is between Salesforce and Google Calendar.
Create a new event automatically on Google Calendar, with details in each field whenever a new event is added to Salesforce.
Create a new detailed event on Google Calendar automatically whenever a new lead is added to your Salesforce account.
Create a new Salesforce event automatically whenever a new event is created on Google Calendar.
Appy Pie offers you the ability to integrate Salesforce and Outlook. With Outlook’s webmail features and Salesforce CRM, you can turn your sales teams into a powerhouse. Here are some of the integrations on offer.
Create a new account automatically on your Office 365 account whenever a new account is created on your Salesforce account.
Create a new corresponding event automatically on your designated calendar whenever a new event is created on your Salesforce account.
Create a new contact automatically on your Salesforce account whenever you receive a new email on your Outlook account.
Salesforce is an excellent CRM. However, companies commonly use cloud-based software such as Zendesk for their customer support needs. With an integration between the two, you can truly enhance the customer experience in various ways.
Create a new user automatically on Zendesk whenever a new lead is added to your Salesforce.
Automatically update an existing Zendesk ticket whenever the record of a specified Salesforce object is updated
Create a new organization on Zendesk automatically whenever a new case is created in your Salesforce account
Slack is a team collaboration software used by 11 million businesses around the world. With an integration between Salesforce and Slack, you can get more done and automate certain key processes within your organization.
Send a direct message automatically to a user or yourself through the Slackbot whenever there is a new lead added to your Salesforce account.
Automatically post a new message to your chosen Slack channel whenever a new opportunity is created on your Salesforce.
Post a new message to your chosen private Slack channel automatically whenever a new taks is created on your Salesforce account.
Salesforce is an excellent tool that can be made better with certain simple integrations through Appy Pie Connect. Appy Pie Connect currently offers a free trial that you can utilize and create your own integrations as you please. Appy Pie also offers integrations for other software. Check it out today!