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.

CRM systems

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...
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    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.
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    Step 2: Choose one of 500+ 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.
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    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.
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    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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Triggers and actions available for Salesforce integration
triggers 3
Delete record
Delete record
Update record
Update record
Opportunity updated
Opportunity updated
add icon
Add Trigger
Add trigger to our construction app
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

Frequently asked questions

What Salesforce triggers are available for integration?

Initial event: Delete record, Update record, Opportunity updated

What Salesforce actions are available for integration?

Target actions: 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

How is the integration done?

Data transfer from Salesforce is done via API.

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.

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