Integrate Salesforce with Canny

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

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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.

About Canny

Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.

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

Explore quick connects
Connect Salesforce + Canny in easier way

It's easy to connect Salesforce + Canny 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.

  • New Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

  • 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.

  • Change Post Status

    Changes a post's status.

How Salesforce & Canny Integrations Work

  1. Step 1: Choose Salesforce 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 Canny 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 Salesforce to Canny.

    (2 minutes)

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

Integration of Salesforce and Canny

  • Salesforce is a cloud computing platform. Its main purpose is to provide software as a service. The company was founded in 1999 by Marc Benioff, Parker Harris, and Dave Moellenhoff. Salesforce is headquartered in San Francisco, California.
  • Canny is a data-driven cloud platform for sales teams. It is designed to help companies maximize the value of their sales data and enhance their sales performance. The platform offers features such as pipeline management, deal and territory management, lead tracking, and reporting. It also provides a central place for all sales activities, such as emailing, sharing contacts, and social media monitoring.
  • Integration of Salesforce and Canny

    Canny and Salesforce are integrated through a customized integration spution to enable Salesforce users to cplaborate with Canny users on opportunities, deals, and territories. The cplaboration is seamless across both platforms, which enables sales teams to work together in a more efficient manner. This integration improves sales performance and provides real-time information about customers and sales opportunities.

    Benefits of Integration of Salesforce and Canny

    Businesses can benefit from the integration of Salesforce and Canny through better sales visibility and visibility into the pipeline. In addition, sales teams can use the cplaboration between Salesforce and Canny to improve lead generation, win more deals faster, and generate more revenue. Another benefit of this integration is that it allows organizations to attract more customers through an improved social selling campaign.

    The process to integrate Salesforce and Canny 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