Integrate Asset Panda with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Asset Panda and Salesforce

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About Asset Panda

Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Asset Panda + Salesforce quick connects for faster integration? Here’s our list of the best Asset Panda + Salesforce quick connects.

Explore quick connects

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Connect Asset Panda + Salesforce in easier way

It's easy to connect Asset Panda + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Asset

    Triggers when a new asset is added.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Asset

    Creates a new asset.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Asset Panda & Salesforce Integrations Work

  1. Step 1: Choose Asset Panda as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asset Panda to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Asset Panda and Salesforce

Asset Panda

Asset Panda was created in 2016 to simplify the tracking of assets, but also to help the client keep track of their assets. It mainly helps companies track vehicles, tops, equipment, and other assets while also maintaining a record of any accidents or damages. Asset Panda works by providing businesses with an easy-to-use web interface that can be used on smartphones or tablets. This means that business owners can instantly access their records wherever they are.

Salesforce

Salesforce is a customer relationship management (CRM. top that provides businesses with sputions for managing their customer data, including sales leads, accounts, contacts, opportunities, and even marketing automation. Companies use Salesforce to keep track of their customer information and activities so that they can better improve their business operations. Salesforce also offers users the ability to integrate third-party applications with their CRM system.

Integration of Asset Panda and Salesforce

By integrating Asset Panda and Salesforce together, it allows the two programs to work in conjunction with one another. Data that is stored in either application can be transferred to the other application in order to produce various reports. For example, if a business owner wanted to view all of their customers’ phone numbers, they could do so by exporting their address book from Salesforce to Asset Panda. This allows the company to keep track of their telephone numbers along with all other information stored within both platforms.

Benefits of Integration of Asset Panda and Salesforce

There are numerous benefits of integrating these two applications together. One benefit is that it saves time in getting information from one application to another. For instance, if a company wants to gather reports about their marketing campaigns, but they only have the marketing material stored in Asset Panda, then integrating the two applications allows them instant access to this information without having to access multiple applications. This saves time since the business owner does not have to switch between applications when looking for certain information. Another benefit is that it allows companies to gain a more complete picture of their assets at one time. Using these two applications together helps companies have a more well-rounded view of their assets without trying to gather multiple reports from each application.

Overall, the integration of Asset Panda and Salesforce together helps businesses streamline their work processes by allowing them to share information amongst one another. This integration allows companies to better track their assets while also keeping track of their customers’ information.

The process to integrate Asset Panda and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm