Salesforce
CRM & SalesCRM, Marketing Cloud & Service Cloud
Connect to Salesforce to sync leads, contacts, opportunities, and custom objects. Automate your sales processes and keep your CRM data in sync across all your tools.
Key Features
Actions
Things you can do with Salesforce
Create Record
Create new leads, contacts, accounts, or custom objects
Update Record
Update existing Salesforce records
Search Records
Query records using SOQL
Upsert Record
Create or update records based on external ID
Delete Record
Remove records from Salesforce
Triggers
Events that can start a workflow
New Record
Trigger when a new record is created
Updated Record
Trigger when a record is modified
Outbound Message
Receive Salesforce workflow outbound messages
Platform Event
Subscribe to Salesforce platform events
Popular Use Cases
Lead Scoring
Automatically score and route leads based on behavior and firmographics.
Data Enrichment
Enrich contact and account data from third-party sources.
Pipeline Updates
Sync opportunity stages with external systems in real-time.
Customer 360
Build unified customer profiles across all touchpoints.
Quick Setup
Connect Account
Click "Connect" and authenticate with OAuth 2.0
Choose Action
Select what you want Salesforce to do in your workflow
Start Automating
Your workflows now run automatically with Salesforce
Ready to Connect Salesforce?
Start building automated workflows with Salesforce in minutes.