IntegrationsDromoSalesforce
Dromo + Salesforce

Connect Dromo and Salesforce to Build Intelligent Automations

Choose a Trigger

Dromo

When this happens...

Choose an Action

Salesforce

Automatically do this!

Ready to use Dromo and Salesforce automations

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 Dromo integrations.

Get All Uploads

Get All Uploads

Fetch all the uploaded data.

List Import Schemas

List Import Schemas

List all the import schemas.

Get Import Schema

Get Import Schema

Retrieve a selected import schema

Delete an import schema

Delete an import schema

Remove the import schema.

Create Schema

Create Schema

Creates a new schema.

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

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Frequently Asked Questions

How do I start an integration between Dromo and Salesforce?

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

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

Absolutely. You can customize how Dromo 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 Dromo and Salesforce?

The data sync between Dromo 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 Dromo 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 Dromo and Salesforce?

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

Dromo

About Dromo

Dromo is a powerful data import platform designed to simplify and streamline the process of importing data into applications. It offers a user-friendly interface and robust features to handle complex data import tasks efficiently, making it ideal for businesses looking to enhance their data management capabilities.

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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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