Connect Datafiniti and Salesforce to Build Intelligent Automations

Choose a Trigger

Datafiniti

When this happens...

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Salesforce

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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 Datafiniti integrations.

Search Businesses

Search Businesses

Search businesses by name and retrieve business data (JSON or CSV). Optionally download results and limit the number of records.

Extract data from URL

Extract data from URL

Extract structured product and page details (images, categories, identifiers) from a webpage URL.

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Create Attachment

Creates a new attachment (max 25MB).

Create Contact

Create Contact

Creates a new contact.

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Frequently Asked Questions

How do I start an integration between Datafiniti and Salesforce?

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

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

Absolutely. You can customize how Datafiniti 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 Datafiniti and Salesforce?

The data sync between Datafiniti 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 Datafiniti 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 Datafiniti and Salesforce?

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

Datafiniti

About Datafiniti

Datafiniti is a comprehensive data platform that provides access to a wide range of web data, enabling businesses to gather insights and make informed decisions. With its robust data collection and processing capabilities, Datafiniti helps users streamline their data acquisition processes.

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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.

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