Salesforce Integrations

Connect Salesforce with your favourite apps

Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

Popular Salesforce Integrations

salesforce google-calendar

Sync new Salesforce events to Google Calendar

Scheduling your Salesforce events on Google Calendar ensures you to stay on top of your meetings. However, you should be spending your time and effort in making those meetings successful rather than manually creating each one of them on Google Calendar. Automate.io can be your assistant for such monotonous tasks. With this readymade Salesforce and Google Calendar integration template, a new event is created in your calendar whenever a new event is created in Salesforce. You can map associated contact or deal data (for example - Email Address, Phone Number, Deal value, etc.) from Salesforce to Google Calendar. Get away from manually entering meetings, save yourself from inaccurate calendars, and makes your appointments easily accessible.

How it works

  • Step 1:

    This Bot runs whenever a new event is added in Salesforce.

  • Step 2:

    It creates a new event in the specified Google Calendar as per the event data in Salesforce.

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google-sheets salesforce

Create leads on Salesforce from new Google Sheets rows

So you have a Google spreadsheet for all your incoming leads before you move them to your Salesforce account. But if you have leads flowing in, you can't afford to spend time pushing them to Salesforce manually. Let this Google Sheets to Salesforce integration template sync those leads automatically for you, while you use that time to chase down your leads. So, for every new row in your Google spreadsheet, a new lead will be created in your Salesforce. You can also map data fields like Name, Email ID, Source, etc. from your Google spreadsheet to your Salesforce account. No more manual periodic imports. Just set up this integration, and you’re good to go.

How it works

  • Step 1:

    This Bot runs whenever a new row is added in specified Google Sheet.

  • Step 2:

    It creates a new lead in Salesforce with all the details from the added rows.

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google-sheets salesforce

Create custom objects in Salesforce from new Google spreadsheet rows

Google Sheets is a handy tool to quickly store any important information. But sometimes, we need something more reliable to get our job done. For example, Salesforce’s custom objects let you store information specific to businesses. In such cases, you can copy that information from your Google spreadsheet to Salesforce. But, instead of any manual import/export work that can slow down your sales process, just use this readymade Google Sheets to Salesforce integration template. With this integration activated, a new Salesforce custom object will be created for every new row in your Google spreadsheet. You can also map the data fields from the spreadsheet to the custom object. Just connect your Salesforce and Google Sheets accounts in Automate.io, activate this integration, and you are done. Automate.io will save you from doing all the grunt work.

How it works

  • Step 1:

    This Bot runs whenever a new row is added in specified Google Sheet.

  • Step 2:

    It creates a new Salesforce custom object with the data coming from the added row.

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shopify salesforce

Add new Shopify Customers as Salesforce Contacts

You want to reach out to your new Shopify customers effectively by adding them as a contact in Salesforce, but doing it manually takes you a lot of time? With this Shopify & Salesforce integration template, a contact will be created in Salesforce whenever there is a new customer in Shopify. You can map customer data to relevant fields in your Salesforce account like Mobile number, Address, Email Address and more, to convert them into lifelong customers! This integration template helps you sit back and let the automation do the work for you. Just connect your Shopify & Salesforce accounts in Automate.io, activate this Bot and you are done.

How it works

  • Step 1:

    This Bot runs whenever there is a new customer in Shopify

  • Step 2:

    A new contact will be created in Salesforce

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salesforce servicenow

Add a Record in ServiceNow on a New Lead in Salesforce

Want to keep your sales and support teams on the same page when it comes to nurturing your leads? Then this automation sync between ServiceNow & Salesforce will put them on the same page and make your life a lot easier. It’s time to let go of manual work & focus on growing your business. With this ServiceNow & Salesforce integration, a new record will be added to a particular table in ServiceNow whenever you get a new lead on Salesforce. You can map lead data like Lead Email Address, First Name, Last Name, Company, etc. from Salesforce to relevant fields in your ServiceNow table. This integration template helps your teams work seamlessly with each other so that you can sit back and let the automation do the work for you. Just connect your ServiceNow & Salesforce accounts in Automate.io, activate this Bot and you are done!

How it works

  • Step 1:

    This Bot runs whenever there is a new lead on Salesforce

  • Step 2:

    A new record will be added to the specified ServiceNow table

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servicenow salesforce

Add a New Lead in Salesforce on a New Record in ServiceNow

Want to stay on top of crucial tasks like lead nurturing, follow-ups, solving customer tickets, etc.? Then this automation sync between ServiceNow & Salesforce will make the task a lot easier. With this, your sales and customer support teams can seamlessly work together without any hassle. It’s time to let go of manual work & focus on growing your business. With this ServiceNow & Salesforce integration, a new lead will be added on Salesforce whenever there is a new record to a particular table in ServiceNow. Just sit back, relax and let the automation do the work for you. Connect your ServiceNow & Salesforce accounts in Automate.io, activate this Bot and you are done!

How it works

  • Step 1:

    This Bot runs whenever there is a new record on ServiceNow

  • Step 2:

    A new lead will be added to your Salesforce

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woocommerce salesforce

Add New WooCommerce Orders as Leads in Salesforce

Do you want to add a lead on your Salesforce every time there is a new order on your WooCommerce store? That’s a great idea! But do you want to do that manually each time you have an order? Probably not. This simple automation template between WooCommerce and Salesforce can do the job for you. You can sync basic lead details like First Name, Last Name, Phone, Address, etc. It is time to stop the mundane work and start growing your business. With this WooCommerce and Salesforce integration, a lead will be added to your Salesforce for every new order in your WooCommerce store. Just connect your WooCommerce and Salesforce accounts in Automate.io, turn this Bot on and you are done!

How it works

  • Step 1:

    This Bot runs whenever a new order is generated in WooCommerce.

  • Step 2:

    A lead will be added on Salesforce for that order.

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salesforce quickbooks

Add new Salesforce contacts to QuickBooks as customers

Are you manually moving your contacts from your CRM and adding them to your invoicing software? This readymade Salesforce & QuickBooks integration template can be a huge time saver for you. With this integration, a new customer will be created in QuickBooks for every new contact in Salesforce. You can map the data fields like email address, first name, last name, phone, etc. Just connect your Salesforce & QuickBooks accounts in Automate.io, activate this Bot and you are done.

How it works

  • Step 1:

    This Bot runs whenever a new contact is added in Salesforce

  • Step 2:

    It adds or updates a new customer in QuickBooks with the relevant data mapped

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Things You Can Do With Salesforce

Triggers

  • New Contact

    Triggers when there is a new Contact
  • New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created
  • New Lead

    Triggers when there is a new Lead
  • Updated Opportunity

    Triggers when an existing Opportunity is updated
  • New Opportunity

    Triggers when there is a new Opportunity
  • New Task

    Triggers when there is a new Task
  • New Account

    Triggers when there is a new Account
  • Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • New Event

    Triggers when there is a new Event
  • Updated Lead

    Triggers when an existing Lead is updated
  • Updated Account

    Triggers when an existing Account is updated
  • Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Updated Contact

    Triggers when an existing Contact is updated
  • Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Updated Account Property

    Triggers when an existing Account's property is updated
  • New Case

    Triggers when there is a new Case
  • New Note

    Triggers when there is a new Note
  • Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • New Case Comment

    Triggers when there is a new Comment on a Case

Actions

  • Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Add or Update an Account

    Creates a new Account or updates an existing Account
  • Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Add or Update an Event

    Creates a new Event or updates an existing Event
  • Add a Note

    Creates a new Note
  • Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Add or Update a Task

    Creates a new Task or updates an existing Task
  • Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Add or Update a Case

    Creates a new Case or updates an existing Case
  • Search a User

    Search Users
  • Get Account of a Contact

    Get Accountof a Contact
  • Add a Call Log

    Creates a new Call log
  • Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Search an Account

    Search Accounts
  • Search a Task

    Search Tasks
  • Search an Opportunity

    Search Opportunities
  • Search a Contact

    Search Contacts
  • Search a Custom object

    Search Custom Objects
  • Search an Event

    Search Events
  • Search a Lead

    Search Leads
  • Get Opportunities of a Contact

    Get Opportunity for Contact
  • Search a Folder

    Search Folders
  • Search a Case

    Search Cases
  • Search a Campaign

    Search Campaigns

Create Salesforce Workflows

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Forms

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Marketing

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