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IntegrationsEARLYSalesforce
EARLY + Salesforce

Connect EARLY and Salesforce to Build Intelligent Automations

Choose a Trigger

EARLY

When this happens...

Choose an Action

Salesforce

Automatically do this!

Ready to use EARLY and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Activity Created

Activity Created

Triggers when an activity is created.

Activity Deleted

Activity Deleted

Triggers when an activity is deleted.

Activity Updated

Activity Updated

Triggers when an activity is updated.

Folder Created

Folder Created

Triggers when a folder is created.

Folder Updated

Folder Updated

Triggers when a folder is updated.

Folder Deleted

Folder Deleted

Triggers when a folder is deleted.

Do thisActions

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

List all Folders

List all Folders

List all Folders in EARLY

Create a Folder

Create a Folder

create a new Folder

Update a folder

Update a folder

Update a name of an existing Folder.

Delete a Folder

Delete a Folder

Delete an existing Folder

Create Tag

Create Tag

Create an Tag

Create Activity

Create Activity

Creates an Activity

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between EARLY and Salesforce?

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

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

Absolutely. You can customize how EARLY 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 EARLY and Salesforce?

The data sync between EARLY 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 EARLY 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 EARLY and Salesforce?

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

EARLY

About EARLY

EARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.

ProductivityProject Management
Learn More
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.

CRMSales and CRM
Learn More

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