Connect Grist and Salesforce
Integrate Grist with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Grist + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Grist
When this happens...
New Record
Updated Record
New Team Created
New or Updated Record
Choose an action
Salesforce
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
Create Event
Create Record in Grist when New Contact in Salesforce
Use this flowUpdate Record in Grist when New Contact in Salesforce
Use this flowDelete Record/s from Grist when New Contact in Salesforce
Use this flowCreate Table in Grist when New Contact in Salesforce
Use this flowList Team's from Grist when New Contact in Salesforce
Use this flowUpdate an Team in Grist when New Contact in Salesforce
Use this flowDelete Team from Grist when New Contact in Salesforce
Use this flowFind or Create Record in Grist when New Contact in Salesforce
Use this flowCreate or Update Record in Grist when New Contact in Salesforce
Use this flowCreate Record in Grist when New Lead in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Grist and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
Do thisActions
Action is the task that follows automatically within your Grist integrations.
Create Record
Create a New Record in a Table
Update Record
Update an Existing Record in a Grist Table
Delete Record/s
Delete existing records from a table
Create Table
Create a New Table
List Team's
Get All Team's in grist
Update an Team
Update Your Team in Grist.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
Learn more
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Grist and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Grist and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Grist triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Grist. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Grist and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Grist and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
