Salesforce automation for leads, deals, and follow-up
Route new leads, update opportunities, and sync closed-won deals so your team stays on top of every handoff.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Salesforce.
Update records in Salesforce automatically when data changes in the apps your team already uses.
Log Salesforce activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Salesforce
Ready-made flows built with Salesforce — preview one, then make it yours.
Ready to use Salesforce automations
Triggers and Actions in Salesforce Automations
viaSocket makes it simple to connect Salesforce and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Salesforce integrations.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
Real-world use cases of Salesforce integrations
See how Salesforce integrates with popular apps to automate tasks and streamline your workflow.
Send new Salesforce leads to Slack when owners change, so reps review assignments quickly.
Create Gmail follow-up drafts from stalled opportunities after seven days without activity.
Add closed-won Salesforce deals to Google Sheets for monthly revenue reporting.
Create Asana tasks when Salesforce cases reopen, so support teams recheck escalations.
Update your CRM with contact changes after Salesforce campaign responses come in.
Sync invoice-ready deal data to your spreadsheet after Salesforce approval reaches finance.
How to get started with Salesforce automations
Automate when something happens in Salesforce
Login -> Create new flow -> Select trigger -> Search Salesforce -> Choose the trigger from the list
Take action in Salesforce when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Salesforce -> Choose the action from the list
Trigger
Action
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About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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