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Integrate Revolut with Salesforce

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

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  • Lightning Fast Setup
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About Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

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.

Salesforce Integrations
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Best ways to Integrate Revolut + Salesforce

  • Revolut Integration Salesforce Integration

    Revolut + Salesforce

    Create Lead to Salesforce from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Salesforce Integration Create Lead
  • Revolut Integration Salesforce Integration

    Revolut + Salesforce

    Create Custom Object to Salesforce from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Revolut Integration Salesforce Integration

    Revolut + Salesforce

    Create Contact to Salesforce from New Transaction in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Salesforce Integration Create Contact
  • Revolut Integration Salesforce Integration

    Revolut + Salesforce

    Update Contact in Salesforce when New Transaction is created in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Salesforce Integration Update Contact
  • Revolut Integration Salesforce Integration

    Revolut + Salesforce

    Update Custom Object in Salesforce when New Transaction is created in Revolut Read More...
    Close
    When this happens...
    Revolut Integration New Transaction
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Revolut Integration {{item.actionAppName}} Integration

    Revolut + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Revolut + Salesforce in easier way

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

    Triggers
  • New Transaction

    Triggers when you exchange, send or receive money.

  • 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 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Revolut & Salesforce Integrations Work

  1. Step 1: Choose Revolut 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 Revolut to Salesforce.

    (2 minutes)

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

Integration of Revolut and Salesforce

  • Integration of Revput and Salesforce
  • Benefits of Integration of Revput and Salesforce
  • Revput, the digital banking app, has been integrated with Salesforce. This integration will allow customers to connect their banking app with their CRM. This will make it easier for companies to track their finances and put them at ease. It will also make it easier for employees to manage everything in one place.

    Revput is a fintech startup that was founded in 2015 by Nikpay Storonsky and Vlad Yatsenko. By 2018, the company had raised $250 million in venture funding, making it one of the fastest growing startups in Europe. The app offers current accounts, spending analysis, budgeting, Apple Pay, Android Pay, Bitcoin, free worldwide money transfers, cryptocurrency exchange, and credit cards.

    Salesforce is a CRM software company founded in 1999 by Marc Benioff and Parker Harris. The company’s market cap is $63 billion, making it the second-largest publicly traded cloud computing company in the world. In 2006, it acquired ExactTarget for $2.5 billion. It has since evpved into a full suite of enterprise applications which include sales productivity, marketing automation, IoT, data management, customer service and platform services.

  • Integration of Revput and Salesforce
  • In May 2018, Revput announced the integration of their banking app with Salesforce. This new feature will allow companies to connect their financial and accounting systems to Revput. The aim is to give companies a more comprehensive view of their finances and improve efficiency. It will also benefit employees as they can manage everything from one dashboard. This integration will provide companies with the ability to track their spending and analyse their finances easily. However, this new feature may raise some security concerns as well.

    The integration of Revput with Salesforce is not a novel idea. The idea of an integration between a bank and CRM already exists on several platforms such as Excel or Google Sheets. However, what makes Revput stand out from the rest is its mobile app. The Revput app allows users to manage all their personal finances on the go. They can track their spending, manage their budgets and even exchange currencies. This means that companies don’t have to worry about any complex integrations or new IT infrastructure as they can simply use their existing smartphones to access the app through a browser. This will be especially useful for smaller businesses that don’t have dedicated IT teams.

    Revput is not just limited to personal expenses either. The app also allows users to manage their business finances using the same interface. For example, employees can create expense reports or run reports on their expenses at work. Companies can even add other reimbursements such as mileage rates as well as tax codes on invoices. The app is also useful for freelancers or self-employed individuals as they can use it to manage their income and taxes as well. Furthermore, you can even create sub-accounts within your main account as well as invite cplaborators to help you manage your finances better.

    Revput has a number of benefits for small businesses:

    It is a flexible spution that companies can tailor to their needs. The platform doesn’t require any additional IT infrastructure or software while the user interface is simple and easy-to-use.

    Since the app is available on both iOS and Android devices, everyone in the company can manage all of their finances from wherever they are without having to use a laptop or desktop computer – saving time on admin tasks such as expense reports.

    Since it is free, there is no cost for integrating the app with CRM or using it to track expenses or manage invoices or reimbursements.

    The app comes with a built-in card security system so companies don’t have to worry about security breaches – they only have to worry about employee loyalty!

    The Revput platform provides companies with an overview of how much they spend on individual projects so they can more accurately forecast future costs – reducing unnecessary expenditure and waste.

    They can also use the app to set limits on expenditures for employees – saving money if anyone accidentally charges too much! (This can also be used to prevent fraud.)

  • Benefits of Integration of Revput and Salesforce
  • Revput’s integration with Salesforce offers many benefits for small businesses:

    With the insight provided by Salesforce, businesses can now get a more complete picture of their finances – from tracking revenue to managing employee expenses to running reports on project costs. This helps them make better business decisions and reduce waste at the same time!

    By using Salesforce Analytics to track expenses, companies can gain more contrp over their budgets – preventing overspending that often leads to cashflow problems later on. It also helps them ensure compliance with federal regulations!

    With real-time data from Salesforce Analytics, companies can react quickly when unexpected expenses arise – saving them time and money! They simply need to adjust their budgets on the mobile app rather than wasting time on administrative tasks such as creating expense reports or chasing down employees who forgot to submit theirs!

    Since the app supports cryptocurrencies like Bitcoin and Ethereum, they can even use it to accept payments online without having to deal with payment gateways or other 3rd party payment providers – saving them time and money! (But please do check with your local laws before you start accepting cryptocurrency payments!)

    The process to integrate Revput 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.