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Contacts+

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Salesforce

Integrations Contacts+Salesforce

Create integrations between Contacts+ and Salesforce

whenNew Contact
Create Contact

Create Contact when New Contact in Salesforce

whenNew Contact
Get account

Get account in Contacts-plus when New Contact in Salesforce

whenNew Lead
Create Contact

Create Contact when New Lead in Salesforce

whenNew Lead
Get account

Get account in Contacts-plus when New Lead in Salesforce

whenNew Record
Create Contact

Create Contact when New Record in Salesforce

whenNew Record
Get account

Get account in Contacts-plus when New Record in Salesforce

whenUpdated Record
Create Contact

Create Contact when Updated Record in Salesforce

whenUpdated Record
Get account

Get account in Contacts-plus when Updated Record in Salesforce

whenNew Case Attachment
Create Contact

Create Contact when New Case Attachment in Salesforce

whenNew Case Attachment
Get account

Get account in Contacts-plus when New Case Attachment in Salesforce

Actions and Triggers

When this happensTriggers

Contacts+

New Contact

Triggers when a new Contact is created.

Contacts+

New Lead

Triggers when a new Lead is created.

Contacts+

New Record

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

Contacts+

Updated Record

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

Contacts+

New Case Attachment

Triggers when a new Attachment is added to a case.

Do thisActions

Contacts+

Create Contact

Creates a contact.

Contacts+

Get account

Get the authenticated user’s account info

Contacts+

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Contacts+

Add File to Record

Adds an existing file to an existing Record.

Contacts+

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Contacts+

Create Contact

Creates a new contact.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About Contacts+

Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.

Contact ManagementProductivity
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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.

CRMSales and CRM
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