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    retailCRM and Salesforce integration

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    How Albato works

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

    How to Connect retailCRM to Salesforce

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

    STEP 1

    Connect retailCRM to Salesforce

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

    retailCRM {targetApp} integration

    retailCRM

    Select a Trigger

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    STEP 2

    Create workflow for Salesforce and retailCRM integration

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

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    Trigger

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    Salesforce {targetApp} integrationCheck

    Action

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    STEP 3

    Sync retailCRM with Salesforce data

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

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    Triggers and actions for Salesforce and retailCRM integration

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

    Triggers 11

    retailCRM {targetApp} integration

    Changing the order status

    Triggers

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    retailCRM {targetApp} integration

    The client has been changed

    Triggers

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    Salesforce {targetApp} integration

    Delete record

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    Salesforce {targetApp} integration

    Update record

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    Actions 39

    retailCRM {targetApp} integration

    Create Customer

    Actions

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    retailCRM {targetApp} integration

    Update Customer

    Actions

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    Salesforce {targetApp} integration

    Create a record

    Actions

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    Salesforce {targetApp} integration

    Delete a record by ID

    Actions

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    Integrate Salesforce with retailCRM to harness the power of automation!

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    Connect retailCRM to Salesforce to link essential parts of your business

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

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    Salesforce integration with retailCRM

    retailCRM integrations

    retailCRM

    Categories

    • CRM & ERP systems

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    Salesforce

    Categories

    • CRM & ERP systems
    • Popular

    Alternative Apps

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    Learn how to connect Salesforce to retailCRM

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    Frequently asked questions about retailCRM and Salesforce Integration

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

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    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 retailCRM 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 retailCRM and Salesforce, Albato is the way to go!

    Does retailCRM integrate with Salesforce on the free plan?

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    Yes, you can integrate retailCRM 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 retailCRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your retailCRM Salesforce integration at no cost.

    How to connect Salesforce to retailCRM for scheduled syncs?

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    To sync Salesforce with retailCRM 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 retailCRM integration with Salesforce seamless and tailored to your specific needs.

    Does retailCRM integrate with Salesforce in real time?

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    Yes, retailCRM 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 retailCRM 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 retailCRM 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 retailCRM, ensuring your workflows operate according to your requirements.

    How to connect retailCRM to Salesforce?

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    Setting up an integration between retailCRM 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 retailCRM and Salesforce from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in retailCRM (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 retailCRM and Salesforce, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between retailCRM and Salesforce, automating your workflows and saving you time.

    How to connect retailCRM to Salesforce to sync historical data?

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    To sync retailCRM 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 retailCRM, 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 retailCRM for two-way synchronization?

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    To integrate Salesforce with retailCRM for two-way synchronization, Albato uses a system of triggers and actions. You can link retailCRM to Salesforce by setting up two separate automations. The first automation sent data from retailCRM to Salesforce. For instance, when a record is created or updated in retailCRM, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating retailCRM 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 retailCRM integration and keeps your data consistent across both platforms.

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