Connect BugHerd and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Comment Created
Task Created
Task 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 BugHerd and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Comment Created
Trigger when a comment is created.
Task Created
Trigger when task is created.
Task Updated
Trigger when task is created or 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.
Do thisActions
Action is the task that follows automatically within your BugHerd integrations.
Create Project
Create a project in BugHerd.
Add Member
Add a member to a project.
Add Guest
Add an existing guest to a project, or invite someone by email address.
Update Project
Update settings for an existing project under your control
Delete Project
Delete a project and all associated data.
Add Task to a Project
Add a new task in a project.
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Frequently Asked Questions
To start, connect both your BugHerd and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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 BugHerd
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
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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