Plecto

Dashboards

Salesforce

CRM

Integrations Plecto Salesforce

Create integrations between Plecto and Salesforce

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Create a New Registration in Plecto when New Contact in Salesforce

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Get API Registration from Plecto when New Contact in Salesforce

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Delete API Registration in Plecto when New Contact in Salesforce

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Add Employees in Plecto when New Contact in Salesforce

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Create a New Registration in Plecto when New Lead in Salesforce

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Get API Registration from Plecto when New Lead in Salesforce

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Delete API Registration in Plecto when New Lead in Salesforce

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Add Employees in Plecto when New Lead in Salesforce

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Create a New Registration in Plecto when New Record in Salesforce

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Get API Registration from Plecto when New Record in Salesforce

Actions and Triggers

Triggers

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.

Actions

Create a New Registration

Creates New Registration in Plecto.

Get API Registration

Get the registration information from the plecto.

Delete API Registration

Delete a information from the Registration.

Add Employees

Add employees to the plecto.com.

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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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 Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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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.

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