Connect Lark and Salesforce to Build Intelligent Automations

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Lark

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 Lark integrations.

Create Lark Sheet

Create Lark Sheet

Create a new Sheet in Lark

Search a Group Chat in Lark

Search a Group Chat in Lark

Searches for a Lark Group Chat that users or bot are in by name

Search a Lark Base

Search a Lark Base

Search for a Lark Base by name or keyword

Search Lark Calendar Event

Search Lark Calendar Event

Search user's Lark calendar events

Search a Lark Docs

Search a Lark Docs

Search for a Lark Base by name or keyword

Search a Lark File

Search a Lark File

Search a Lark File by key word

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Frequently Asked Questions

How do I start an integration between Lark and Salesforce?

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

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

Absolutely. You can customize how Lark 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 Lark and Salesforce?

The data sync between Lark 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 Lark 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 Lark and Salesforce?

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

Lark

About Lark

Lark is a next-generation office suite that integrates messaging, video conferencing, schedule management, collaborative documents, and more into a single platform, designed to enhance productivity and streamline communication for teams.

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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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