Salesforce Integrations
Use Appy Pie Connect and Integrate Salesforce with 150+ Apps to automate your business process in minutes.
About Salesforce
Salesforce is a world-renowned cloud-based customer relationship management platform that helps you efficiently establish a long lasting relationship with customers.
Read MoreSalesforce Alternatives
Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
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Zoho CRM
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Pipedrive
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HubSpot CRM
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Agile CRM
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Airtable
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Premium
Vend
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Zoom
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Premium
MINDBODY
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SugarCRM
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Amazon SQS
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Expensify
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Premium
Microsoft Dynamics 365 Business Central
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Microsoft Exchange
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Premium
Google Groups
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Shippo
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Shipwire
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Premium
MailChimp Ecommerce
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Tableau
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BambooHR
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ClickUp
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RingCentral
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SMS By Connect
Popular Salesforce Integrations
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When this happens...
New Event
Then do this...
Create Detailed Event
You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect automatically adds that event to Google Calendar
What You Need- A Salesforce account
- A Google Calendar account
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Salesforce + Google Calendar
Add new Salesforce events to Google Calendar as detailed events Read More...When this happens...
New Event
Then do this...
Create Detailed Event
With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect adds that same event to a Google Calendar in details
What You Need for this Integration- A Salesforce account
- A Google Calendar account
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When this happens...
New Lead
Then do this...
Send Channel Message
If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.How This Integration Works- Triggers when a new lead is created on Salesforce
- Appy Pie Connect sends a message to your chosen slack channel
What You Need- A Salesforce account
- A Slack account
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Salesforce + Slack
Get Slack notifications for new Salesforce opportunities Read More...When this happens...
New Opportunity
Then do this...
Send Channel Message
Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.How This Integration Works- Triggers when a new opportunity is created in Salesforce
- Appy Pie Connect sends a message about it on your chosen Slack channel
What You Need- A Salesforce account
- A Slack account
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When this happens...
New Task
Then do this...
Create Card
Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.How This Connect Works- Whenever a new task is added on Salesforce
- Appy Pie Connect adds a new card in Trello
What You Need- A Salesforce account
- A Trello account
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When this happens...
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Then do this...
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Salesforce Integration Details
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. Or you can also move any information between Salesforce and other apps. Or you can move information between the CRM, your 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
TTo integrate the Salesforce app with Appy Pie Connect, search and select the app from the app directory. Choose the service required and click the Continue button to move ahead with integration.
Note: To check more triggers, click “Show More Trigger” at Appy Pie Connect.
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).
Enter the OTP for the registered account (if logging in with the credentials) and click the Verify button.
Appy Pie Connect will reconfirm the account of Salesforce, click the Continue button to complete the integration.
Quick Tricks for Triggers & Actions With Salesforce at Appy Pie Connect
How Salesforce object and records work at Appy Pie Connect
Standard Objects:
These include objects such as account, contact, lead, opportunity and other Salesforce objects. It is similar to the database table for the operational information.Custom Objects:
These objects are more focused on the company or Salesforce account. These are denoted with _c in the tail of the key.Records:
The track for each object and all the relevant data. For example: ‘Appy_Pie_Connect’ account, ‘Tia Malik’ the contact, this complete record will be available in the single row of database table.New outbound message trigger - How to use it?
The New Outbound Message Trigger let the user user criteria filters on the Salesforce side while running Connect.
This will happen if your Salesforce account supports workflow rules. For this, follow the steps given:
- Add a trigger “New Outbound Message” in your Connect. It will result in generating an automatic webhook URL.
- Go to Salesforce and create a workflow rule that matches the set of conditions that trigger the message for sending out. Now, this will result in triggering the connect as per the set condition and the workflow will be saved.
Using Find Object by Query Search
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 step
- Make a duplicate connect and try to change fields in copied version to check if the field appears
- Make 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.
Error: INVALID_FIELD
Recheck the field that you are trying to update, they may be encrypted. To decrypt check Salesforce admin fields.
Error: INVALID_FIELD_FOR_INSERT_UPDATE
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.
Error: FIELD_CUSTOM_VALIDATION_EXCEPTION
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.
