Connect GiftUp and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
Gift Card Redeemed
Gift Card Updated
New Gift Card
New Item
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use GiftUp and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger when a new order is placed.
Gift Card Redeemed
Trigger when a gift card is redeemed.
Gift Card Updated
Triggers on any changes to a gift card, including redemptions.
New Gift Card
Trigger when a new gift card is created.
New Item
Trigger when a new item is created.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your GiftUp integrations.
Create Order
Creates a order.
Redeem Gift Card
Will deduct the specified amount of remaining credit from a gift card.
Update a gift card
Update the properties for a gift card.
Create a new item group
Create a new item group.
Create a new item
Create a new item for sale.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Frequently Asked Questions
To start, connect both your GiftUp and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in GiftUp triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how GiftUp 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.
The data sync between GiftUp and Salesforce 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 GiftUp 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.
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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