Connect Instapage and Salesforce to Build Intelligent Automations

Choose a Trigger

Instapage

When this happens...

Choose an Action

Salesforce

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Workspace

New Workspace

Trigger when new workspace is created.

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.

Do thisActions

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

Create Workspace

Create Workspace

Creates a workspace.

Rename Workspace

Rename Workspace

Rename an existing workspace.

Delete Workspace

Delete Workspace

Delete an existing workspace.

Create Group

Create Group

Creates a Group.

Update Group

Update Group

Updates a Group.

Delete Group

Delete Group

Delete an existing group.

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Frequently Asked Questions

How do I start an integration between Instapage and Salesforce?

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

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

Absolutely. You can customize how Instapage 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 Instapage and Salesforce?

The data sync between Instapage 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 Instapage 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 Instapage and Salesforce?

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

Instapage

About Instapage

Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.

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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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