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Salesforce + Clubhouse Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Clubhouse

Clubhouse is a simple and beautiful way to plan and build software.

Clubhouse Integrations

Best ways to Integrate Salesforce + Clubhouse

  • Salesforce Clubhouse

    Salesforce + Clubhouse

    Create Story to Clubhouse from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Clubhouse Create Story
  • Salesforce Clubhouse

    Salesforce + Clubhouse

    Create Story to Clubhouse from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Contact
     
    Then do this...
    Clubhouse Create Story
  • Salesforce Clubhouse

    Salesforce + Clubhouse

    Create Story to Clubhouse from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Clubhouse Create Story
  • Salesforce Clubhouse

    Salesforce + Clubhouse

    Create Story to Clubhouse from New Case in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Case
     
    Then do this...
    Clubhouse Create Story
  • Salesforce Clubhouse

    Salesforce + Clubhouse

    Create Story to Clubhouse from New Account in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Account
     
    Then do this...
    Clubhouse Create Story
  • Salesforce {{item.actionAppName}}

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account 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 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.

  • Create Story

    Creates a new story.

How Salesforce & Clubhouse 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 Clubhouse 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 Clubhouse.

    (2 minutes)

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

Integration of Salesforce and Clubhouse

Salesforce is an application that helps in making business operations more efficient. It is a cloud-based platform which can be used by almost all the sectors. It is used by sales, marketing, customer care and support teams. It helps in building customer relationship management. Clubhouse is an organization that works for the benefit of children. They are trying to make the world a better place for kids by bringing together vpunteers from across the globe. Integration of Salesforce and Clubhouse would be very beneficial to both the organizations as well as their beneficiaries.

Integration of Salesforce and Clubhouse will help in saving time and effort spent on doing repetitive tasks. Clubhouse vpunteers will be able to do their respective tasks more effectively and efficiently with the help of Salesforce. Salesforce users can access information regarding the beneficiaries of Clubhouse by logging into Salesforce. Salesforce will also give them access to the vpunteer activities calendar of Clubhouse and other useful features like CRM, reporting, analytics etc. Clubhouse vpunteers can quickly enter the details of beneficiary visits using Salesforce. They will not need to spend time on doing repetitive tasks like entering details manually again and again. Salesforce will also record important data related to the visit so that they do not need to keep track of it individually. Salesforce users can perform different processes related to the activity calendar. They can share events with club members, view upcoming events and create new events etc. It will also give them details about the activities performed by previous vpunteers.

Integration of Salesforce and Clubhouse will not only save time but also improve the efficiency of both the organizations. The two platforms would not only help in improving efficiency but also in saving money as integration will decrease the expenses incurred on maintaining separate platforms for different tasks to be performed by vpunteers. Both the organizations will be able to achieve their goals more effectively and efficiently if they choose to integrate their platforms with each other.

The process to integrate Salesforce and Clubhouse 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.