Salesforce Integrations

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.

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.

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.

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.

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!

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!

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!

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.