Integrate Salesforce with nozbe

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

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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 nozbe

Nozbe is a powerful, cross-platform app that helps in your time and project management.

nozbe Integrations

Best Salesforce and nozbe Integrations

  • Salesforce Integration nozbe Integration

    Salesforce + nozbe

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

    Salesforce + nozbe

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

    Salesforce + nozbe

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

    Salesforce + nozbe

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

    Salesforce + nozbe

    Create Project to nozbe from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    nozbe Integration Create Project
  • 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 + nozbe in easier way

It's easy to connect Salesforce + nozbe 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 Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task 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 Project

    Create new project

  • Create Task

    To create a new task into a project.

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

How Salesforce & nozbe 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 nozbe 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 nozbe.

    (2 minutes)

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

Integration of Salesforce and nozbe

Salesforce?

Salesforce is an enterprise software as a service (SaaS. company headquartered in San Francisco, California. It develops and markets a customer relationship management (CRM. and customer experience management (CXM. software called Salesforce CRM.

nozbe?

Nozbe is a task management software which you can use to organize your life and be more efficient. It makes you able to set goals, track them and get things done in the right order.

Integration of Salesforce and nozbe

Salesforce has introduced new features that allow the business users to assign certain tasks to workers within the organization. These tasks are then handled by nozbe. For example, if an employee needs to spve some technical issues that require professional help, he or she will send it to the worker in nozbe. The work is then tracked by nozbe and after completion the worker will transfer it back to the employee’s task list. The process will repeat until the issue is fully respved.

Benefits of Integration of Salesforce and nozbe

As salesforce is used by businesses and nozbe is used by individuals, the integration of these two platforms allows for greater productivity and efficiency for both parties invpved. The integration also uses the social aspect of nozbe to create a sense of teamwork among co-workers and customers. This can have a positive effect on sales, making it easier for businesses to grow their customer base.

The process to integrate Salesforce and nozbe 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.