Connect Formilla and Salesforce Essentials to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formilla
Choose an Action
Automatically do this!
- Request a new Action for Salesforce Essentials
Enable Integrations or automations with these events of Formilla and Salesforce Essentials
Enable Integrations or automations with these events of Formilla and Salesforce Essentials
Actions
Update Contact
Update a Contact's
Create Contact
create a contact's
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Formilla and Salesforce Essentials accounts to viaSocket. Once connected, you can set up a workflow where an event in Formilla triggers actions in Salesforce Essentials (or vice versa).
Absolutely. You can customize how Formilla data is recorded in Salesforce Essentials. This includes choosing which data fields go into which fields of Salesforce Essentials, setting up custom formats, and filtering out unwanted information.
The data sync between Formilla and Salesforce Essentials typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Formilla and Salesforce Essentials. 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.
About Formilla
Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.
Learn MoreAbout Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
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