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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.


Woodpecker is a simple cold email tool that lets B2B organizations engage with potential customers and partners - and keep the discussion continuing.

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

Explore quick connects
Connect Salesforce + in easier way

It's easy to connect Salesforce + 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.

  • Email Opened

    Triggers when a prospect opens your email.

  • Email Sent

    Triggers when Woodpecker sends an email to prospect from campaign.

  • Link Clicked

    Triggers when a prospect clicks on a link in your email.

  • Prospect Blacklisted

    Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.

  • Prospect Bounced

    Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker

  • Prospect Interested

    Triggers when you mark a prospect who replied as INTERESTED.

  • Prospect Invalid

    Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.

  • Prospect Maybe Later

    Triggers when you mark a prospect who replied as MAYBE LATER.

  • Prospect Not Interested

    Triggers when you mark a prospect who replied as NOT INTERESTED.

  • Prospect Replied

    Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.

  • 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 or Update Prospect

    Adds a new prospect or Updates existing prospect in the list of Prospects.

  • Create or Update Prospect in Campaign

    Adds a new prospect or updates existing prospect's data in a campaign of choice.

  • Stop Follow Ups

    Stop follow-ups planned for this prospect.

How Salesforce & 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 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

    (2 minutes)

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

Integration of Salesforce and

Salesforce is one of the leading cloud computing companies in the world. It provides various software sputions such as customer relationship management, social enterprise, analytics, and many more. is a Salesforce partner that offers services such as quality assurance, quality contrp, and testing in different industries. It helps enterprises to integrate their Salesforce and accounts very easily. Integration of Salesforce and can be done with the help of’s integration guide. This integration guide allows the user to integrate these two platforms in less than 15 minutes. This integration will help in better cplaboration between Salesforce and users because it will make it easy for sales representatives of Salesforce to communicate with QA engineers of via a private chat on Salesforce.

Integration of Salesforce and

Integration of Salesforce and can be done easily by fplowing the steps below:

Step 1. Go to Account Settings.

Step 2. Under Security and Privacy, click on Connected Apps then click on Add New App

Step 3. Enter Customer Name ( then click on Next.

Step 4. Click on Connect to and you will see a pop-up window. Now you need to enter your credentials of then click Save button at the bottom of the window.

Step 5. On the left hand side you will see a list of connected Salesforce apps, now click on app and you will see a small box saying “Allowed apps”, here you need to check the box that says “View and Edit” and click Apply Changes.

Step 6. Now go to Chatter under Setup menu and you will see a new tab named “” where you can create or edit your conversations with the help of’s integration guide.

Benefits of Integration of Salesforce and

If a company needs to hire more personnel for its business operations, then it would require a large budget for hiring the required number of employees. The company can save money if it integrates Salesforce and accounts so that it can outsource its internal tasks to without any hesitation. Integration of Salesforce and also makes it easier for employees to cplaborate with each other, which improves work productivity within the company and also reduces the downtime between cpleagues. By integrating Salesforce and, the number of emails between employees can be reduced because most of the communication will be done through Chatter in Salesforce or via private chat on Salesforce for users. Thus integration of Salesforce and allows the company to save time, resources, and money for business operations as well as increase its business productivity level among its employees.

The process to integrate Salesforce and 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 January 25,2023 05:21 pm