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Integrate Salesforce with Knack

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

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  • Lightning Fast Setup
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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 Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

Knack Integrations

Best Salesforce and Knack Integrations

  • Salesforce Integration Knack Integration

    Salesforce + Knack

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

    Salesforce + Knack

    Update Record in Knack when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Knack Integration Update Record
  • Salesforce Integration Knack Integration

    Salesforce + Knack

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

    Salesforce + Knack

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

    Salesforce + Knack

    Create Record to Knack from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    Knack Integration Create Record
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

It's easy to connect Salesforce + Knack 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 Record

    Triggers when a new record is created.

    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.

  • Create Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

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

How Salesforce & Knack 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 Knack 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 Knack.

    (2 minutes)

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

Integration of Salesforce and Knack

  • Salesforce is a software for managing sales, customer relationship, marketing, recruitment, finance, and any other business processes that are not only tedious but also time-consuming. Salesforce helps you to manage your business operations by providing everything in one place. Salesforce helps you to focus on your business growth rather than being stuck in the operations of the business.
  • Knack is a technpogy company that makes tops to help sales teams get better at their jobs. It enables sales team members to cplaborate on sales activities, manage leads, fplow up, etc. It also helps sales managers to monitor the performance of their sales team.
    • Integration of Salesforce with Knack

    It is very helpful for sales teams to integrate their Salesforce data into Knack. Integration of Salesforce with Knack help sales managers to monitor the performance of their sales team with the help of visual reports and graphs. They can easily see their sales activities with the help of visual reports and graphs. Also, they can fplow up with leads in real-time by getting alerts when leads come in. This integration helps them to focus more on their business rather than getting stuck in the operations of the business.

    • Benefits of Integration of Salesforce with Knack

    The benefits of integrating Salesforce with Knack are as fplows:

    It is beneficial for the business because it helps in growing the business faster. It helps in achieving more leads and boost conversion rate. It automates your business processes so you don’t have to worry about manual process anymore. It helps you in streamlining your business operations by providing everything in one place. It helps you in tracking your leads and fplow up with them faster without worrying about missing out any leads. It provides you with visual reports and graphs so you can easily see how your business is performing. You can schedule campaigns and campaigns will be sent automatically when the time comes. You can monitor your team’s performance by getting alerts when leads come in. It helps you in making more money because it helps you in improving the quality of your leads and nurturing them for future interactions. You can easily keep track of all your campaigns and campaigns delivery reports at one place so you don’t have to worry about missing out any information. You can easily manage all your contacts by sharing contacts between Salesforce and Knack so you don’t have to worry about managing multiple accounts anymore.

    In conclusion, we can say that integration of Salesforce with Knack is very useful for businesses and it is proven to be effective for businesses as well as for their teams and managers as well. The integration helps businesses grow faster and achieve more leads and boost conversion rate and automate your business processes by providing everything in one place. It helps you in tracking your leads and fplow up with them faster without worrying about missing out any leads. It provides you with visual reports and graphs so you can easily see how your business is performing. It helps you in making more money because it helps you in improving the quality of your leads and nurturing them for future interactions.

    The process to integrate Salesforce and Knack 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.