

OkoCRM and Salesforce integration
Build smart, no-code workflows with OkoCRM and Salesforce using triggers, actions, and AI logic—automate any process in minutes.
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Efficient transaction management = lower costs
Move your historical data in just a few clicks
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Salesforce and OkoCRM integration
In OkoCRM and Salesforce integration triggers start workflows when something happens, while actions make changes in response.
Triggers 9
Delete record
Update record
Actions 35
Delete transaction by ID
The list of tasks in the transaction
Create a record
Delete a record by ID
What users say about Albato
How to Connect OkoCRM to Salesforce
Create powerful OkoCRM integration with Salesforce in just a few simple steps.
Connect OkoCRM to Salesforce
Log in to Albato, select OkoCRM and Salesforce, and follow the quick setup steps—no coding required. Integrate OkoCRM with Salesforce with just a few clicks!
Build a workflow for your OkoCRM and Salesforce integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between OkoCRM and Salesforce. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Salesforce integration with OkoCRM
OkoCRM
Experience seamless integration and automation with OkoCRM on Albato. Effortlessly connect OkoCRM to your favorite apps, streamlining your business processes and data transfer. With available actions like updating deals and contacts, managing tasks, and creating new contacts and deals, OkoCRM enhances your company's productivity and efficiency. Automate tasks with triggers and actions, such as task completion and adding comments, to keep your workflow organized and up-to-date. Unleash the full potential of OkoCRM's integration with Albato and revolutionize your CRM experience.
Categories
- CRM & ERP systems
Salesforce
Leverage Albato to integrate Salesforce with over 1,000+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.
Categories
- CRM & ERP systems
- Popular















