Integrate Salesforce with your favorite apps
Easily connect Salesforce with the apps you use every day. Pick from thousands of available Salesforce integrations or customize
new ones through our automation platform.
Ready to use Salesforce automations
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Triggers and Actions in Salesforce Automations
viaSocket makes it simple to connect Salesforce and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Salesforce integrations.
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).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
How to get started with Salesforce automations
Automate when something happens in Salesforce
Login -> Create new flow -> Select trigger -> Search Salesforce -> Choose the trigger from the list
Take action in Salesforce when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Salesforce -> Choose the action from the list
Trigger
Action
Real-world use cases of Salesforce integrations
See how Salesforce integrates with popular apps to automate tasks and streamline your workflow.
- Integrate salesforce with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and salesforce databases.
- Integrate salesforce with MySQL to automatically sync records, facilitating seamless data exchange between salesforce and your SQL databases.
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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