Connect Phrase and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Job Created
Job Started
Job Completed
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 Phrase and Salesforce automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
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.
Do thisActions
Action is the task that follows automatically within your Phrase integrations.
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
Update a Job Comment
This action updates a comment to a specific job.
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Frequently Asked Questions
To start, connect both your Phrase and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Phrase triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Phrase 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 Phrase 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 Phrase 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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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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