IntegrationsBulkGate Salesforce
BulkGate + Salesforce

Connect BulkGate and Salesforce to Build Intelligent Automations

Choose a Trigger

BulkGate

When this happens...

Choose an Action

Salesforce

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

New Task

Triggers when a new task is created.

Do thisActions

Action is the task that follows automatically within your BulkGate integrations.

Add a Contact

Add a Contact

Add a Contact in BulkGate Address Book

Update a Contact

Update a Contact

Update an existing contact by its Phone Number

Get a Contact

Get a Contact

Get a Contact by Phone Number

Blacklist a Number

Blacklist a Number

Adds a number to blacklist.

Check Blacklisted Number

Check Blacklisted Number

Check Number is Blacklisted.

Remove a Blacklisted Number

Remove a Blacklisted Number

Removes number from black list.

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Frequently Asked Questions

How do I start an integration between BulkGate and Salesforce?

To start, connect both your BulkGate and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in BulkGate triggers actions in Salesforce (or vice versa).

Can we customize how data from BulkGate is recorded in Salesforce?

Absolutely. You can customize how BulkGate 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.

How often does the data sync between BulkGate and Salesforce?

The data sync between BulkGate and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BulkGate to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BulkGate and Salesforce?

Yes, you can set conditional logic to control the flow of data between BulkGate 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.

BulkGate

About BulkGate

Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.

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Salesforce

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.

Learn More