Salesforce Integrations

Just choose your app, click to connect, add conditions, and see the magic happen. No coding needed.

Connect Salesforce to Automate these Workflows

Record Created In Custom Module

This trigger fires when a new record is created in Salesforce under the selected module

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Record Updated In Custom Module

This trigger fires when a custom record is updated in Salesforce under the selected module

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New Opportunity Line Item

This trigger fires when a new OpportunityLineItem is created in Salesforce.

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Updated Opportunity Line Item

This trigger fires when an OpportunityLineItem is updated in Salesforce.

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New Opportunity Contact Role

This trigger fires when a contact is associated with an opportunity in Salesforce.

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Updated Opportunity Contact Role

This trigger fires when an Opportunity Contact Role is updated in Salesforce.

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New Account

This trigger fires when a new account is created in Salesforce.

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Updated Account

This trigger fires when an account is updated in Salesforce.

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New Contact

This trigger fires when a new contact is created in Salesforce.

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Connect Salesforce with your stack

ActiveCampaign

Connect to ActiveCampaign to manage contacts, campaigns, and automations via webhooks

Apollo.io

A sales intelligence and engagement platform.

Asana

Asana is a work management platform for task management, projects, collaboration, and team planning.

Atlassian Admin

Manage your Atlassian organization users, roles, groups, and access. Automate invites, permissions, ...

Atlassian Assets

Manage Assets (formerly Insight) - schemas, object types, attributes, and objects for comprehensive ...

Attio

Attio is the CRM for the next generation of companies.

Chargebee

Chargebee is a subscription billing platform for managing recurring revenue.

Clari Copilot [beta]

Clari Copilot is a conversation intelligence platform that records, transcribes, and analyses sales ...

Clay

A connector for Clay — the AI-powered prospecting and data enrichment platform. Send records to any ...

Cliniko

Connect to Cliniko to manage patients and contacts.

Delightloop

DelightLoop is an AI-powered platform focused on B2B gifting for sales and marketing, aiming to buil...

Dotloop

A comprehensive real estate transaction management platform.

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