logo main
  • Language
    En
    English
    Portuguese
    Spanish
    • Log inGet started free
    Cloutly Integrations
    Salesforce Integrations

    Cloutly and Salesforce integration

    Connect this app...
    With this one!
    Try this integration!7-Day free trial
    hero
    SOC 2 Type 2
    #1 product of the day

    The safety of your data is our top priority!

    • heroSecurity
    • heroProcessing integrity
    • heroConfidentiality
    • heroPrivacy
    Best ResultsBest UsabilityMomentum LeaderMost ImplementableBest value

    Trusted by over 200,000+ users

    Albato is rated 4.6/ 5 stars on 465+ G2 reviews.

    How Albato works

    With Albato, you can easily integrate Salesforce with Cloutly using an intuitive no-code builder. Whether you want to sync Salesforce with Cloutly or connect Salesforce to Cloutly, our platform makes it simple.

    How to Connect Cloutly to Salesforce

    Create powerful Cloutly integration with Salesforce in just a few simple steps.

    STEP 1

    Connect Cloutly to Salesforce

    To connect Salesforce to Cloutly, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Cloutly with Salesforce with just a few clicks!

    Cloutly integration

    Cloutly

    Select a Trigger

    Down
    STEP 2

    Create workflow for Salesforce and Cloutly integration

    Decide what happens when you sync Cloutly with Salesforce—set up triggers in one app to automatically initiate actions in the other.

    Cloutly integrationArrow

    Trigger

    Arrow
    Down
    Salesforce integrationCheck

    Action

    Down
    STEP 3

    Sync Cloutly with Salesforce data

    Select which data to transfer when you integrate Salesforce with Cloutly—customize how your apps exchange information.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Integrate Cloutly with Salesforce now!

    Start FREE 7-day trial to connect Salesforce to Cloutly and unlock all premium features!

    Try this integration!7-Day free trial
    Background

    Triggers and actions for Salesforce and Cloutly integration

    In Cloutly and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 10

    Cloutly integration

    New review

    Triggers

    Try Cloutly integrations!
    Salesforce integration

    Delete record

    Triggers

    Try Salesforce integrations!
    Salesforce integration

    Update record

    Triggers

    Try Salesforce integrations!

    Actions 25

    Cloutly integration

    Send a review invite to your customer

    Actions

    Try Cloutly integrations!
    Cloutly integration

    Custom API request

    Actions

    Try Cloutly integrations!
    Salesforce integration

    Create a record

    Actions

    Try Salesforce integrations!
    Salesforce integration

    Delete a record by ID

    Actions

    Try Salesforce integrations!
    OpenAI Integrations
    Anthropic AI Integrations
    Jasper Integrations
    Gemini Integrations
    Paints Integrations
    Writesonic Integrations
    Cloutly Integrations
    Salesforce Integrations

    Make your integration smarter with AI

    Enhance your Salesforce and Cloutly integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

    Integrate Salesforce with Cloutly to harness the power of automation!

    With over 1,000 integrations on Albato including the ability to sync Salesforce with Cloutly, you can streamline your tools into one cohesive system, maximizing your team's productivity.

    Try this integration

    7-Day free trial!

    Connect Cloutly to Salesforce to link essential parts of your business

    When you connect Cloutly to Salesforce, you can automate processes for any business size or industry. Here's how different companies integrate Cloutly with Salesforce using Albato.

  • CheckNew lead submits form
    App Integration
    App Integration
    App Integration
  • CheckCreate New Contact
    App Integration
    App Integration
    App Integration
  • Check сompany size
  • CheckSend a welcome message
    App Integration
    App Integration
    App Integration

    • Never miss a lead or deal again!

    Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

    Salesforce integration with Cloutly

    Cloutly integrations

    Cloutly

    Categories

    • Review Management

    Alternative Apps

    Climbo integrations
    Cloutly integrations
    Doran integrations
    Endorsal integrations
    Giftsenda integrations
    Google Play integrations
    Karma integrations
    Online Reviews integrations
    Salesforce integrations

    Salesforce

    Categories

    • CRM & ERP systems
    • Popular

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agbis integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations

    Learn how to connect Salesforce to Cloutly

    previous
    next

    Frequently asked questions about Cloutly and Salesforce Integration

    Why is Albato the best alternative to Zapier for integrating Cloutly and Salesforce?

    collapsed
    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Cloutly and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Cloutly and Salesforce, Albato is the way to go!

    Does Cloutly integrate with Salesforce on the free plan?

    collapsed
    Yes, you can integrate Cloutly with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Cloutly integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Cloutly Salesforce integration at no cost.

    How to connect Salesforce to Cloutly for scheduled syncs?

    collapsed
    To sync Salesforce with Cloutly on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Cloutly integration with Salesforce seamless and tailored to your specific needs.

    Does Cloutly integrate with Salesforce in real time?

    collapsed
    Yes, Cloutly integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Cloutly integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Cloutly and Salesforce integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Cloutly, ensuring your workflows operate according to your requirements.

    How to connect Cloutly to Salesforce?

    collapsed
    Setting up an integration between Cloutly and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Cloutly and Salesforce from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Cloutly (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Cloutly and Salesforce, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Cloutly and Salesforce, automating your workflows and saving you time.

    How to connect Cloutly to Salesforce to sync historical data?

    collapsed
    To sync Cloutly with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Cloutly, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Salesforce to Cloutly for two-way synchronization?

    collapsed
    To integrate Salesforce with Cloutly for two-way synchronization, Albato uses a system of triggers and actions. You can link Cloutly to Salesforce by setting up two separate automations. The first automation sent data from Cloutly to Salesforce. For instance, when a record is created or updated in Cloutly, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Cloutly when changes occur in Salesforce.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Cloutly integration and keeps your data consistent across both platforms.

    Build your automation for free!

    Get started