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Salesforce integrations

Integration with Salesforce allows you to set up two-way data exchange with the service. Create new leads, tasks, contacts, orders, and other actions in Salesforce. Transfer information from Salesforce to other systems and update the data automatically. The integration functionality allows you to work with custom entities created in Salesforce.

CATEGORIES
CRM & ERP systems
Popular
NICHES
Other
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Triggers and actions available for Salesforce integration

triggers 8
Update record
Update record
Delete record
Delete record
Opportunity updated
Opportunity updated
New lead
New lead
actions 12
Create a record
Create a record
Delete a record by ID
Delete a record by ID
Approve a record
Approve a record
Reject a record
Reject a record

How it works

With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

  • 1

    Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

  • 2

    Select the app and event that will trigger your integration, or set up a schedule as you prefer.

  • 3

    Select the actions to be performed and the data you wish to send once your integration is started.

  • 4

    That's it, it's done

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How to create the Salesforce integration

Connect Salesforce to Albato
All Available Triggers and Actions...
Discover 600+ Integration-Ready Apps
All Available Triggers and Actions...
  1. stepIcon

    Step 1: Connect Salesforce to Albato

    The authorization process for Salesforce in Albato is fast and secure. Just a few clicks and your application is connected to Albato.

  2. stepIcon

    Step 2: Choose one of 600+ applications to integrate with Salesforce

    Pick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.

  3. stepIcon

    Step 3: Define the application and action after trigger activation

    Specify the application and the action that should take place after the trigger is activated. You can choose any number of actions – from sending a notification to creating a new record in a database.

  4. stepIcon

    Step 4: Configure the data transfer between applications

    Select the data that will be transferred from one application to another during the integration. You can adjust these parameters to suit your needs. That's it! Now you have more time to work on other important tasks.

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Frequently asked questions

What Salesforce triggers are available for integration?

Initial event: [object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Create a record

Delete a record by ID

Approve a record

Reject a record

Submit a record for approval

Update a record

Get a record by ID

User search

Create an account

Create a contact

Create an opportunity

Get a contact by ID

What Salesforce actions are available for integration?

Target actions: [object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Create a record

Delete a record by ID

Approve a record

Reject a record

Submit a record for approval

Update a record

Get a record by ID

User search

Create an account

Create a contact

Create an opportunity

Get a contact by ID

How many apps are available for integration?

18 apps are available for integration with Salesforce

Create a record

Delete a record by ID

Approve a record

Reject a record

Submit a record for approval

Update a record

Get a record by ID

User search

Create an account

Create a contact

Create an opportunity

Get a contact by ID

How is the integration done?

Data transfer from Salesforce is done via API.

Create a record

Delete a record by ID

Approve a record

Reject a record

Submit a record for approval

Update a record

Get a record by ID

User search

Create an account

Create a contact

Create an opportunity

Get a contact by ID

How to activate a plan?

We offer you a 7-day free trial to set up the required integrations and test the platform. Our managers will help you set up your integrations in no time. Once the setup is done, you will be able to understand how many accounts and transactions you need.

Create a record

Delete a record by ID

Approve a record

Reject a record

Submit a record for approval

Update a record

Get a record by ID

User search

Create an account

Create a contact

Create an opportunity

Get a contact by ID