4.9

Salesforce integrations and automations

Why you should automate with Salesforce

align sales & marketing
  • align sales & marketing
  • automate order-to-cash
  • have central databases
  • support cases

  • Why these integrations and automations matter:

    Sales and marketing go hand in hand. Marketing attracts the right audience, and sales take mature prospects through their buying journey and eventually to a sale. Given the relationship between the two teams, you can improve their conversion rates by connecting them seamlessly through integrations.

  • Sync lead data

    Sync new leads or contacts in Salesforce from Marketo or Hubspot. Going beyond the native integration, you can sync any custom objects and engagement data. Furthermore, automatically enrich new leads with data-enrichment tools, like Clearbit and Zoominfo.

  • Follow up with inbound leads in minutes

    Route enriched leads in real-time to the sales reps on Slack or Microsoft Teams to optimize the response time. Use custom logic for attributes like territory, company size, revenue or any other custom field to accommodate complex routing rules. You can even add a button in Slack to disqualify or short-list the leads!

  • H2O.ai reduces lead response time by using Marketo integrations

    H2O.ai uses integrations to quickly channel leads from Intercom, Dropbox, Eventbrite, and Salesforce into Marketo. The workflow then sends the Marketo entry to an employee, who authenticates it. Once someone verifies the lead, Marketo pushes it to the sales team on Slack. Learn more about how H2O.ai reduces lead response time by using Marketo integrations.

Do everything in one place

Customize your Salesforce integration with the following triggers and actions.

Triggers

When this happens…

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Actions

Do this…

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file Bulk
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0) Bulk
    Create records in bulk in Salesforce from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file Bulk
    Retry objects bulk job in Salesforce from CSV file
  • Search records
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0) Bulk
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0) Bulk
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file Bulk
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0) Bulk
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0) Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

Let us tailor your Salesforce integrations

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Related Solutions & Content

About Salesforce Integrations

Salesforce gives you a full view of your customers so you can serve them better—bringing together sales, customer service, marketing, and more. It helps you see what your customers need and address any issues. Salesforce caters to businesses of any size with any kind of growth trajectory.

As the name suggests, Salesforce is a sort of one-stop shop for all things sales and customers. If you need to get to know your customers better, or improve sales, look no further than Salesforce. Just keep in mind that there is one feature that makes it even better: app integration.

How you can integrate Salesforce

  • Connect teams, improve sales processes, and close more deals using one platform.
  • Improve customer knowledge, personalize AI, and boost engagement.
  • Merge chat and CRM data into any slides, sheets, or documentation you choose.
  • Solution

    Learn more about lead routing with Workato.

    Learn more about lead routing with Workato.
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