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Onfleet

Salesforce

Integrations Onfleet Salesforce

Create integrations between Onfleet and Salesforce

Add Contact to Campaign in Salesforce when Task Created in Onfleet

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Add Lead to Campaign in Salesforce when Task Created in Onfleet

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Create Attachment in Salesforce when Task Created in Onfleet

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Create Note in Salesforce when Task Created in Onfleet

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Update Contact in Salesforce when Task Created in Onfleet

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Create Lead in Salesforce when Task Created in Onfleet

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Create Account in Salesforce when Task Created in Onfleet

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Create Task in Onfleet when New Contact in Salesforce

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Delete Task in Onfleet when New Contact in Salesforce

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Clone Task in Onfleet when New Contact in Salesforce

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Actions and Triggers

When this happensTriggers

Task Created

Triggers when an Onfleet task is created.

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

Create Task

Creates a pickup or dropoff task.

Delete Task

Delete a active task

Clone Task

Clones a existing task

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).

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

Product Management

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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.

CRM Sales and CRM

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