Salesforce Integrations & Workflow Automations using AI

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About Salesforce

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Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

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Here is a list of Salesforce Triggers and Actions

How to Integrate Salesforce with Appy Pie Connect

Follow these steps to Integrate Salesforce:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Salesforce App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Salesforce account API key

  6. Your Salesforce app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Details of Salesforce Integrations using Appy Pie Connect

Salesforce, a leading CRM platform, brings all of your customer communication in one place. This enterprise-level application creates personalized customer journeys and multi-channel marketing campaigns that work to capture and target potential leads into repeat clients. Although Salesforce is one of the best customer relationship management tools, it needs to integrate with other applications used within an organization. Salesforce can be integrated with other third-party tools to cater to different purposes, including data, business logic, business analytics, and many more depending on individual requirements. Salesforce is more powerful when you ingrate it with other apps you use in your organization through automation platform. Appy Pie connect allows you to integrate Salesforce with hundreds of other apps without any coding. This Salesforce integration helps you enhance the functionality of your Salesforce account by letting you integrate it with industry-leading software and custom apps you use in your business.

Appy Pie Connect can automate a variety of workflows involved in Salesforce, such as creating leads, contacts, opportunities from emails, online forms, social media ads, and many more. You can use Appy Pie Connect to automatically create leads in Salesforce whenever someone signs up for your email marketing newsletter. Also can move information between your CRM and online payment processing app, and your accounting app whenever someone makes a purchase. You can even automatically send thank you cards to customers after a deal closes. Connecting Salesforce with our automation platform will help you understand your customer needs, solve their problems, and identify opportunities to extend help by managing their information and interactions with your company on a single platform.

Here is how you can use Salesforce with Appy Pie Connect:

  • Integrate Salesforce with Microsoft Teams and automatically Post new Salesforce leads to a Microsoft Teams channel. This Salesforce-Teams integration automates data flow between both apps.
  • Win more customers easily by creating Leads on Salesforce from other lead generation apps such as Facebook Lead Ads, LinkedIn Lead Gen forms, HubSpot CRM, Insightly, Pipedrive, Infusionsoft, and other lead generation platform.
  • Connect Salesforce with Slack and set up personalized messages through Slack, SMS, or emails when there is a new opportunity in Salesforce.
  • Use Salesforce with Google Calendar and automatically add the event in Google Calendar or create a meeting in Zoom whenever a new opportunity is created in Salesforce.
  • Salesforce-LinkedIn integration: Appy Pie Connect automatically adds information to Salesforce whenever a new lead completes one of your LinkedIn Lead Gen Forms.
  • Integrate Salesforce with PayPal and add contacts to Salesforce from new successful PayPal sales without any manual efforts.
  • Salesforce-Shopify Integration: Create new leads in Salesforce for every new Shopify paid orders.
  • Sync Salesforce to WooCommerce and automatically create new WooCommerce orders to Salesforce as leads.
  • Connect Salesforce to Google and instantly add new Salesforce tasks to your Google Calendar.

Appy Pie Connect brings together Triggers (like "New Lead") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

Step By Step Salesforce Integration Guide

  1. To integrate the Salesforce with Appy Pie Connect, click Connect Salesforce. Now, sign up/log into Appy Pie Connect to start the integration process.

  2. Choose a trigger event from multiple options and click Continue. Moving ahead you’ll be asked to select a Salesforce account, therefore, click Connect an Account for it.

  3. Click the Connect an Account button and enter the username/emailID and password for your registered salesforce account you want to integrate at Connect (or directly allow the account if already logged in).

  4. Appy Pie Connect will reconfirm the account of Salesforce, click the Continue button to complete the integration.

Common Issues With Salesforce At Appy Pie Connect

Salesforce limitation for Connected Apps

With Salesforce only 5 third part application accounts can be connected at a time. If you connect with a new application the older account permits will be revoked. This simply means that a salesforce account can work with only 5 apps at a time but this doesn’t limit the number of connections using the integrated account at Appy Pie Connect.

To see and manage the app access in Salesforce using this link.

What types of Salesforce accounts & editions are supported by Connect?

Connect supports Sales/support accounts with all editions, however Marketing Cloud accounts are not yet supported.

Customized Domains

Salesforce accounts using Customized domains are not supported by Connect yet, but we do support My Domains.

How does the search actions work?

Search actions in Salesforce results with all recently created records that match the criteria of search. Multiple records can be fetched with the search actions.

My Custom fields/objects are not loading

Sometimes there is a delay between Salesforce custom fields or objects and their time of appearance in Connect editor. To make the corrections in trigger, use the Salesforce object menu given in the button and click reload to fetch new choices.

In case of actions, here are some of the tricks that can help:

Try reloading the page (use Shift+F5 on Windows OS or CMD+Shift+R on Mac OS)Click “refresh Fields” option available at the end of Connect stepMake a duplicate connect and try to change fields in copied version to check if the field appearsMake a fresh Connect

Why does my Connect keep assigning a record or object to the same owner?

This may be due to Salesforce account setting, check workflow assignment setup rules which may be affecting.

Error: This Connect of Sales seems to be unavailable/ not working

It may happen if your Salesforce account has accessed the limit of 5 connections to third party apps. You can try to:

Review your Salesforce connected apps and check if the Connect token is expired.Reconnect your salesforce account with Connect.


Recheck the field that you are trying to update, they may be encrypted. To decrypt check Salesforce admin fields.


This happens in case if Salesforce admin has made the restriction for updates or insertions in particular fields in which the error message is shown. Contact Salesforce admin to have the permission for the particular action event.


Recheck if any of the mentioned fields has a custom validation rule. Make sure that the records being created through Connect follows the same rules.

Kindly contact our support team online to get more information.

Top 10 Salesforce Integrations For Sales, Marketing, and HR

Best Integrations for Salesforce

It’s hard to imagine customer relationship management without Salesforce CRM. It provides a structure and organization to the entire process and helps manage loads of other things like data, metrics, notes, and much more in a centralized platform.

A great way to boost the functionality of Salesforce is to integrate it with other applications and create automated workflows, which allow free movement of data and information between the platforms, reducing the need to re-enter data manually. This can be achieved with Appy Pie Connect, one of its most popular products along with its market-leading app builder, where you can easily integrate Salesforce with a host of external apps and do a lot more with ease. Here’s a list of some of the best Salesforce integrations that you can find on Connect:

  1. Salesforce And Microsoft Teams

    Enhance work efficiency with a dynamic integration between Salesforce and Microsoft Teams that lets you share updates and notifications and also set up meetings directly whenever a new event is triggered on Salesforce. These workflow automations can quickly help you save time and effort.

  2. Best Salesforce Microsoft Teams integrations

    • Share a notification on the Microsoft teams channel when the opportunity stage is changed on Salesforce
    • Send a message on the Microsoft teams channel whenever a new opportunity is created in Salesforce
    • Create meetings with Microsoft teams from the new lead in Salesforce
    • Add member in Microsoft teams when a new contact is made in Salesforce
  3. Salesforce And OneNote

    OneNote is a digital note-making tool that lets you create to-do lists, maintain logs, store new ideas, and everything else on one platform. Integrating it with Salesforce allows you to easily create notes and records whenever any critical event is triggered.

  4. Best Salesforce OneNote integrations

    • Create a note from OneNote from the updated record to Salesforce
    • Create a lead to Salesforce from a new note in a section in OneNote
    • Create a note to OneNote from new contact in Salesforce
    • Create notes in the section to OneNote from new opportunities in Salesforce
  5. Salesforce And Amazon Seller Central

    With the help of these two applications, enterprises can easily keep track of essential details linked to clients and products. The Salesforce and Amazon Seller Central integration makes it easier for businesses to provide better assistance to their clients and track all shipments and orders within the Amazon Marketplace.

  6. Best Salesforce Amazon Seller Central integrations

    • Create Salesforce contacts from new Amazon Seller Central orders
    • Create leads on Salesforce from new Amazon Seller Central orders
    • Create a custom object to Salesforce from a new order in Amazon Seller Central
    • Update contacts in Salesforce when a new order is created in Amazon Seller Central
  7. Salesforce And OneDrive

    OneDrive is a valuable tool for maintaining and sharing digital files and folders on any device. This integration with Salesforce is a unique way of automating file creation and updating, which would otherwise be a time-consuming task.

  8. Best Salesforce OneDrive integrations

    • Create a folder to OneDrive from a new lead in Salesforce
    • Create a folder to OneDrive from new contact in Salesforce
    • Create a new text file to OneDrive from a new lead in Salesforce
    • Upload file in OneDrive when a unique opportunity is created in Salesforce
  9. Salesforce And Amazon SNS

    Amazon SNS is a cross-platform messaging service that can be used to send push notifications among applications or to users. By integrating it with Salesforce, users can instantly Create and share messages in the event of an Update on Salesforce CRM. Instead of toggling between the two applications, users can make the most out of this workflow automation and get their tasks done instantly.

  10. Best Salesforce Amazon SNS integrations

    • Create a message to Amazon SNS from new leads in Salesforce
    • Update a custom object in Salesforce when a new topic is created in Amazon SNS
    • Create a message to Amazon SNS from recent cases in Salesforce
    • Create a topic on Amazon SNS from a new opportunity in Salesforce
  11. Salesforce And Contentful

    Contentful is a top-rated content management platform where users can publish content across channels with the help of its fantastic app framework. Integration with Salesforce only enhances its functionality, as users can get more work done with little effort.

  12. Best Salesforce Contentful integrations

    • Upload file in Contentful when a new lead is created in Salesforce
    • Create a contact on Salesforce from a new organization in Contentful
    • Create an opportunity on Salesforce from a new environment in Contentful
    • Upload a file in Contentful when a new account is created in Salesforce
  13. Salesforce And Flipkart

    If you’re a merchant active on Flipkart and also use Salesforce as your CRM, you can integrate the two and have them interact with each other and share data automatically. With this integration, updates made on one platform are also reflected.

  14. Best Salesforce Flipkart integrations

    • Create a product in Flipkart whenever a new product is added on Salesforce
    • Add a new event on Salesforce if a new return order is placed on Flipkart
    • Create a new record in Salesforce whenever a new shipment is created on Flipkart
  15. Salesforce And Instagram Lead Ads

    The easiest way to extract leads from Instagram is to use Instagram Lead Ads, designed to help businesses collect information for better customer support, such as birthdates, email addresses, phone numbers, and others. By linking it with Salesforce, you can easily add all the data to your CRM without manually entering it.

  16. Best Instagram Salesforce integrations

    • Add every new lead from Instagram lead ads to Salesforce
    • Create contact to Salesforce from a new lead in Instagram lead ads
    • Create an opportunity to Salesforce from a new lead in Instagram lead ads
  17. Salesforce And Google Groups

    Google Groups is a collaborative forum where users can have discussions, search, and read posted content. A Salesforce integration can help you to add contacts and other details directly to your Salesforce CRM.

  18. Best Salesforce Google Groups integrations

    • Add a member to a group in Google Groups when a new account is created in Salesforce
    • Create contact to Salesforce from new members in Google Groups
    • Update contacts in Salesforce when a new member is created in Google Groups
    • Delete member to a group in Google Groups when a new task is created in Salesforce
  19. Salesforce And Microsoft Outlook

    Microsoft Outlook is a commonly used email management tool by businesses of all sizes. Instead of switching between Outlook and Salesforce, an integration would help you have the latest information and data updated directly from one platform to the other by creating an integration with Appy Pie Connect.

  20. Best Outlook Salesforce integrations

    • Create contact to Microsoft Outlook from new contact in Salesforce
    • Create lead to Salesforce from new contact in Microsoft Outlook
    • Send email in Microsoft Outlook when a new lead is created in Salesforce
    • Create a record to Salesforce from new contact in Microsoft Outlook

Key Takeaways

As you’ve seen some of the top Salesforce integrations, it’s evident that it works well with some of the most popular applications if you create integrations with Appy Pie Connect. Not just Salesforce, but you can create workflow automations for several different applications on Connect, that too without any coding. If you’re using a host of apps, and are tired of the constant toggling between them, start building workflows, and enhance your productivity and efficiency.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm

Top Salesforce Integration Frequently Asked Questions

  • Salesforce Integrations at Appy Pie Connect enables you to connect different cloud applications and automate tasks so that you can focus on the things that matter most. Salesforce integrations can help you keep track of deals, the status of your sales process, conduct mass marketing campaigns, and much more.

  • Appy Pie Connect allows anyone to connect Salesforce to more than 1000 apps without any coding.

    Here is a list of some of the best apps that easily integrate with Salesforce:

    • Dropbox
    • Gmail
    • Asana
    • Gmail
    • Google Sheets
    • Gravity Forms
    • Facebook Lead Ads
    • Slack
    • Typeform
    • Dropbox
    • Trello and many more.
  • Connect your Salesforce account with Appy Pie Connect and integrate more apps than any other automation platform.

    Here is how you can connect Salesforce with Appy Pie Connect:

    • Go to Appy Pie Connect
    • Create an account or login if you already have an account
    • Search for the Salesforce App from the App directory
    • Choose a Trigger
    • Click on ‘Connect an Account’ to authenticate your Salesforce account
    • Now you can integrate your Salesforce account with other apps/systems supported on Appy Pie Connect.
  • Yes, Microsoft Forms does integrate with Salesforce and without any coding. Create fully automated workflows between Microsoft forms and Salesforce and never have to leave the tools you love. Once set up, Appy Pie Connect keeps your processes flowing smoothly and silently in the background.

  • Yes, Salesforce integrates with Microsoft Outlook and enables you to sync data between the two. On Appy Pie Connect, you can browse all available Salesforce triggers and actions that you can use for your customized workflow.

  • Appy Pie Connect makes it easy to integrate your Microsoft Office 365 with Salesforce. Create new contacts, update existing ones, and deliver a great customer experience. You can even create new leads, opportunities, and tasks as well as update existing records.