Connect KeySender and Salesforce to Build Intelligent Automations

Choose a Trigger

KeySender

When this happens...

Choose an Action

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 KeySender integrations.

Get Databases

Get Databases

Get the list of all databases.

Create Database

Create Database

Create a new Database

Update database

Update database

Update your database details.

Delete Database

Delete Database

delete an existing database.

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

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Frequently Asked Questions

How do I start an integration between KeySender and Salesforce?

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

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

Absolutely. You can customize how KeySender 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 KeySender and Salesforce?

The data sync between KeySender 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 KeySender 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 KeySender and Salesforce?

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

KeySender

About KeySender

KeySender is a powerful tool designed to automate the process of sending and managing digital keys and codes. It streamlines the distribution of digital products, ensuring secure and efficient delivery to customers. Ideal for businesses dealing with software licenses, gift cards, and other digital goods, KeySender simplifies the management of digital assets and enhances customer satisfaction.

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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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