Connect Locate2u and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Stop Status Change
Shipment Status Change
Shipment Assigned
Stop Assigned
Trip Status Change
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 Locate2u and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Stop Status Change
Triggers when the status of a stop in Locate2u is changed.
Shipment Status Change
Triggers when the status of a shipment in Locate2u is changed.
Shipment Assigned
Triggers when the shipment is assigned in Locate2u.
Stop Assigned
Triggers when the stop is assigned in Locate2u.
Trip Status Change
Triggers when the status of a trip in Locate2u is changed.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your Locate2u integrations.
Create Order
Creates a new order
Get order details
Get existing order's details.
Create Stop
Creates a new stop. Can be assigned to a user or left unassigned.
Update Order
Update an existing order.
Create Shipment
Creates shipment. Can be assigned to a user or be unassigned.
Get Shipment Details
Get existing shipment's details.
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Frequently Asked Questions
To start, connect both your Locate2u and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Locate2u triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Locate2u 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 Locate2u 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 Locate2u 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 Locate2u
Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.
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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