Connect Greip and Salesforce to Build Intelligent Automations

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Greip

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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 Greip integrations.

Asn Lookup

Asn Lookup

Fetches the details of a given AS Number.

Bin Lookup

Bin Lookup

Fetches the details of a Bank Identification Number.

Detect Profanity

Detect Profanity

Detects profanity in a given text.

Email Validation

Email Validation

Checks if email is considered as Spam/Fake.

Phone Validation

Phone Validation

Validates a given phone number.

Ip Lookup

Ip Lookup

Lookup an IP Address.

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Frequently Asked Questions

How do I start an integration between Greip and Salesforce?

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

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

Absolutely. You can customize how Greip 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 Greip and Salesforce?

The data sync between Greip 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 Greip 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 Greip and Salesforce?

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

Greip

About Greip

Greip utilizes cutting-edge technology to deploy AI-Powered modules for preventing payment fraud.

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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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