Connect Kadoa and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Workflow Data
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 Kadoa and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Workflow Data
Triggered when a workflow data is updated.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your Kadoa integrations.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
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Frequently Asked Questions
To start, connect both your Kadoa and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Kadoa triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Kadoa 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 Kadoa 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 Kadoa 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 Kadoa
Kadoa is a versatile platform designed to streamline and enhance your project management and team collaboration efforts. With a focus on improving productivity and efficiency, Kadoa offers a suite of tools that facilitate seamless communication, task management, and project tracking. Ideal for teams of all sizes, Kadoa helps you stay organized and on top of your projects, ensuring that deadlines are met and goals are achieved.
Learn MoreAbout 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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