Salesforce Integrations, Integrate Salesforce using AI Agents
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- Zoom
- Premium Amazon SQS
- Premium Microsoft Dynamics 365 Business Central
- Microsoft Exchange
- Shippo
- Premium MailChimp Ecommerce
- Etsy
- Basecamp Classic
- Xendit
- Deskpro
- Loyverse
- kanban Tool
- Basin
- Getform
- SendFox
- uProc
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- SMTP by Automate
- Netlify
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- AWeber
- Arthur Online
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- MongoDB
- Nimble
- Acuity Scheduling
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- WordPress Quiz Maker
- Keap
- monday.com
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Here is a list of Salesforce Triggers and Actions available for Salesforce integrations
Explore the various ways you can integrate with Salesforce and automate your workflow by leveraging these Triggers and Actions.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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Find Record
Finds a record of a specified Salesforce object by a field and value you choose or create record.
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Find and Create Contact
Searches a Contact by a field and value you choose.
How to Set Up Salesforce Integrations
Follow the steps below to start setting up your Salesforce integrations using Appy Pie Automate:
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Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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Step 2: Select App
Select the Salesforce in the App directory and select your desired trigger event.
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Step 3: Connect Account
Connect your Salesforce account & authenticate it.
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Step 4: Trigger Ready
Your Salesforce is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Salesforce Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Save Salesforce Events to Google Calendar
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When this happens:
New Event
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Then do this:
Create Detailed Event
Create Slack messages for new Salesforce leads
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When this happens:
New Lead
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Then do this:
Send Channel Message
Get Slack notifications for new Salesforce opportunities
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When this happens:
New Opportunity
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Then do this:
Send Channel Message
Add new Salesforce events to Google Calendar as detailed events
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When this happens:
New Event
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Then do this:
Create Detailed Event
Add new tasks on Salesforce as new Google Calendar events
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When this happens:
New Task
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Then do this:
Create Detailed Event
Copy Every New Salesforce Task to Follow Up Boss as a New Task
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When this happens:
New Task
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Then do this:
Create Task
Send Twilio SMS messages from new contacts on Salesforce
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When this happens:
New Contact
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Then do this:
Send SMS
Add Every New Salesforce Lead to a MailChimp List
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When this happens:
New Lead
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Then do this:
Add/Update Subscriber
Create Mailchimp Subscribers from New Salesforce Leads
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When this happens:
New Lead
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Then do this:
Add/Update Subscriber
Copy Salesforce tasks into Asana
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When this happens:
New Task
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Then do this:
Create Task
Create Asana tasks for every new Salesforce lead
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When this happens:
New Lead
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Then do this:
Create Task
Send a Message in Microsoft Teams Channel Whenever a New Opportunity Is Created in Salesforce
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When this happens:
New Opportunity
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Then do this:
Send Channel Messages
Create Customers in QuickBooks Online from Salesforce Accounts
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When this happens:
New Account
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Then do this:
Create Customer
Notify in Microsoft Teams Channel when an Opportunity Stage changed in Salesforce
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When this happens:
Opportunity Stage Change
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Then do this:
Send Channel Messages
Notify in Microsoft Teams Channel when an Account created in Salesforce
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When this happens:
New Account
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Then do this:
Send Channel Messages
Add cards on Trello for new tasks on Salesforce
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When this happens:
New Task
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Then do this:
Create Card
Add new Salesforce contacts to MailChimp as email list subscribers
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When this happens:
New Contact
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Then do this:
Add/Update Subscriber
Add New Salesforce Contacts as People to Pipedrive
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When this happens:
New Contact
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Then do this:
Create Person
Send Slack notifications for new tasks in Salesforce
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When this happens:
New Task
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Then do this:
Send Channel Message
Add MailChimp subscribers for new Salesforce custom objects
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When this happens:
New Custom Object
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Then do this:
Add/Update Subscriber
Streamline Your Workflow with Appy Pie Automation
Salesforce Alternatives
Looking for alternatives to Salesforce? Here is a list of the top Salesforce alternatives.
Frequently Asked Questions
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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.
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When evaluating the security of Salesforce's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Salesforce and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Salesforce's integrations, ensuring a robust and protected environment.
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