Connect Salesforce and jumbula to Build Intelligent Automations

Choose a Trigger

Salesforce

When this happens...

Choose an Action

jumbula

Automatically do this!

Enable Integrations or automations with these events of Salesforce and jumbula

Enable Integrations or automations with these events of Salesforce and jumbula

Triggers

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.

Actions

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Create Attachment

Create Attachment

Creates a new attachment (max 25MB).

Create Contact

Create Contact

Creates a new contact.

Create Note

Create Note

Creates a new note and links it to a parent record

Update Contact

Update Contact

Updates an existing contact in Salesforce.

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Frequently Asked Questions

How do I start an integration between Salesforce and jumbula?

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

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

Absolutely. You can customize how Salesforce data is recorded in jumbula. This includes choosing which data fields go into which fields of jumbula, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesforce and jumbula?

The data sync between Salesforce and jumbula 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 Salesforce to jumbula?

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 Salesforce and jumbula?

Yes, you can set conditional logic to control the flow of data between Salesforce and jumbula. 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.

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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jumbula

About jumbula

Jumbula solutions features easy online registration and management software for class, camp and after-school programs.

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