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.
How to create the Salesforce integration
Step 1: Connect Salesforce to AlbatoThe authorization process for Salesforce in Albato is fast and secure. Just a few clicks and your application is connected to Albato.
Step 2: Choose one of 500+ applications to integrate with SalesforcePick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.
Step 3: Define the application and action after trigger activationSpecify 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.
Step 4: Configure the data transfer between applicationsSelect 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.
Can’t find an app? No problem. Add it yourself quickly and easily using our App Integrator. Start here
Albato: Customer Communication Made Easy
With emails, messages, and calls pouring in from various channels, it can be difficult to keep track of everything. This is where Albato comes in.
How to connect Salesforce to Albato
Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.