Integrate Clubhouse with Salesforce

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

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About Clubhouse

The clubhouse is an iOS and Android social audio software that allows users to speak in audio chat rooms with thousands of people.

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 Clubhouse + Salesforce quick connects for faster integration? Here’s our list of the best Clubhouse + Salesforce quick connects.

Explore quick connects

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Connect Clubhouse + Salesforce in easier way

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

  • Triggers
  • 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 Story

    Creates a new story.

  • 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 Clubhouse & Salesforce Integrations Work

  1. Step 1: Choose Clubhouse 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 Clubhouse to Salesforce.

    (2 minutes)

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

Integration of Clubhouse and Salesforce

The Salesforce integration with Clubhouse has become very popular in the past few years. The Salesforce integration with Clubhouse is used for many different things such as:

  • Reminders of user tasks
  • Automatic linking of records from Salesforce to Clubhouse
  • Automation of time-consuming tasks in Clubhouse for users
  • Improving data quality and consistency between Salesforce and Clubhouse
  • User friendly dashboard for users to make it easier to view all information in one place that they need to do their job
  • Integrating other third party apps to Salesforce is possible using the Salesforce integration with Clubhouse
  • Clubhouse is a software that is built on top of Salesforce for the spe purpose of being a top for project managers to manage their projects in an easy way. It helps them keep track of tasks, workflows, etc. It also includes document management, calendars, dashboards, etc. All these features are available for free to all Salesforce users, which make it very easy to use and cost effective for companies and users. In contrast, Salesforce is a software that is used for CRM (Customer Relationship Management. and it can be used by a wide range of companies for many different purposes. Some of the most common uses are sales, marketing, and operations. Most companies use it for sales and marketing nowadays because there is no better CRM out there than Salesforce. However, Salesforce has a very steep learning curve because it requires a lot of training to learn how to use every feature of it efficiently. On the contrary, Clubhouse is much easier to use which makes it very useful for project managers because they can get started right away without having to spend hours or days learning how to use it. Other uses of Clubhouse are helpful when you have multiple users in your company who need access to Salesforce at the same time because Clubhouse allows you to set up a single dashboard where multiple people can view their tasks at once instead of everyone needing their own login to separate Salesforce accounts. Moreover, Clubhouse has integrations with many other apps like Slack, Outlook, Google calendar, etc. so you can easily import all your tasks from those apps into Clubhouse which makes your life much easier because you can see everything related to your job in one place without having to open multiple tabs in your browser to check your emails and calendar. There are many more reasons why Salesforce and Clubhouse integration is useful but I think the ones mentioned above are the most important ones.

    In conclusion, I think that the integration of Salesforce and Clubhouse is extremely beneficial to both companies and users because it makes the lives of those users much easier by making sure that they will never miss a deadline or forget about an important task. It also makes the lives of the companies much easier by improving data quality and consistency between those two apps making sure that all information stored in one app is stored in the other app as well so no information is lost along the way. Also, integrations between both apps ensure that companies don’t have to spend money on third party apps like Slack because they can use Slack’s integration with Salesforce instead of wasting time on creating their own Slack integration. Overall, I think that Salesforce and Clubhouse should keep doing what they’re doing at this moment because it is very advantageous for both users and companies and I am sure that it will continue bringing a lot of benefits to both parties in the future as well.

    The process to integrate Clubhouse and RingCentral 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