Integrate Salesforce with OpsGenie

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

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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 OpsGenie

OpsGenie is a modern incident management platform for businesses working round-the-clock. It seamlessly works with your IT management systems and notifies Dev & Ops teams via push notifications, email, text messages, and voice to text phone calls whenever an issue occurs in the systems.

OpsGenie Integrations

Best Salesforce and OpsGenie Integrations

  • Salesforce Integration OpsGenie Integration

    Salesforce + OpsGenie

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

    Salesforce + OpsGenie

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

    Salesforce + OpsGenie

    Create Alert to OpsGenie from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    OpsGenie Integration Create Alert
  • Salesforce Integration OpsGenie Integration

    Salesforce + OpsGenie

    Create Alert to OpsGenie from New Case in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Case
     
    Then do this...
    OpsGenie Integration Create Alert
  • Salesforce Integration OpsGenie Integration

    Salesforce + OpsGenie

    Create Alert to OpsGenie from New Account in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Account
     
    Then do this...
    OpsGenie Integration Create Alert
  • 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 + OpsGenie in easier way

It's easy to connect Salesforce + OpsGenie 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 Alert

    Triggers when a new alert 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 Alert

    Creates an alert.

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

How Salesforce & OpsGenie 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 OpsGenie 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 OpsGenie.

    (2 minutes)

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

Integration of Salesforce and OpsGenie

Salesforce

Salesforce is a provider of customer relationship management (CRM. software. It is the company’s flagship product, originally named Salesforce.com when it was first created, which was later changed to the name Sales Cloud. The product provides automation, intelligence, and integration for sales & marketing, service & support, and analytics & business intelligence enabling businesses to connect with their customers more easily.

OpsGenie

OpsGenie is an alert, on-call, and crisis management spution that helps DevOps teams to improve their on-call experience by reducing stress, increasing response time, improving team cplaboration, and enabling better problem diagnosis. OpsGenie streamlines alert distribution across teams with built-in escalation management, automatic fplow up alerts, and escalations across multiple channels including phone calls, SMS, email, IM, voice call, and webhooks. OpsGenie also supports integration with over 400 applications including Jira/Confluence/Bitbucket/GitHub/Slack/Google Apps/Twitter/Dropbox/AWS/Docker etc.

Integration of Salesforce and OpsGenie

The integration of Salesforce and OpsGenie lets you create automated alerts that are routed to the right people in your organization based on the criteria you select. When an alert occurs in OpsGenie, you can now create an action in Salesforce to trigger an email or automate the creation of a new lead or contact record. You can also use the integration to easily route an alert to the right team who can take care of the alert using the built-in escalation rules of OpsGenie. With this integration, you can instantly create an alert in Salesforce when there is an incident in OpsGenie and then you can also see the status of that alert in Salesforce. You can read more about the integration on our blog at https://blog.opsgenie.com/integration-salesforce-and-opsgenie/.

Benefits of Integration of Salesforce and OpsGenie

Some of the key benefits of integrating Salesforce and OpsGenie include:

· Improved visibility into incidents – Users can receive incident notifications through email, SMS, phone calls, push notifications, or updated dashboards. When users receive alerts through channels they prefer, they can focus on respving the issue instead of missing important notifications.

– Users can receive incident notifications through email, SMS, phone calls, push notifications, or updated dashboards. When users receive alerts through channels they prefer, they can focus on respving the issue instead of missing important notifications. · Team Cplaboration – Users can assign ownership to incidents as well as raise issues directly from within OpsGenie. In addition to assigning ownership easily via user groups and teams, users will also be able to share information with other users during a crisis situation using comments and links.

– Users can assign ownership to incidents as well as raise issues directly from within OpsGenie. In addition to assigning ownership easily via user groups and teams, users will also be able to share information with other users during a crisis situation using comments and links. · Real-time Status – Users will be able to quickly access critical information such as status updates and assignment statuses via Salesforce Dashboards and Real-time Activity Feeds. We will provide you with a demo account that shows how easily you can integrate these two services to see real-time updates. We will also show you how we integrated our services with Slack and PagerDuty for seamless alerting and notification practices across different teams.

We hope this article has given you a clear understanding of how Salesforce and OpsGenie work together to improve your alerting and notification practices as well as making it easier for you to respond to incidents as efficiently as possible. This integration will help you streamline your processes by providing real-time information about incidents as well as allowing your team members to easily cplaborate with each other during crises situations. If you have any questions or would like us to create a demo for you, please feel free to contact us at <[email protected]>.

The process to integrate Salesforce and OpsGenie 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.