Connect Baserow and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Row Updated
Row Created or Updated
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use Baserow and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Row Updated
Triggers when an existing row is updated.
Row Created or Updated
Triggers when a new row is created or an existing row is updated.
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.
Do thisActions
Action is the task that follows automatically within your Baserow integrations.
Delete a Row
Deletes an existing row.
List tables
List all tables in your account.
Create a Row
Creates a new row in Baserow
List Row
Lists all Row in Baserow.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
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Frequently Asked Questions
To start, connect both your Baserow and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Baserow triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Baserow data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Baserow and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Baserow and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Baserow
Baserow is an open-source, no-code database platform that allows users to create, share, and manage databases online without programming.It offers an intuitive spreadsheet-like interface for relational data, with features like API access, permissions, and custom views.Baserow can be self-hosted or used as a hosted service, making it ideal for quickly building internal tools, prototypes, or collaborative databases.
Learn MoreAbout 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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