Connect Salesforce and ProofHub
Integrate Salesforce with ProofHub to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Salesforce + ProofHub flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesforce
When this happens...
New Contact
New Lead
New Record
Updated Record
New Case Attachment
New Task
New Account
Update Contact
New Opportunity
Choose an action
ProofHub
Automatically do this!
Create Task
Create Project
Create Comment
Update Task
Delete Task
Create Announcement
Create Project Event
Add Person
Update Project
Create Folder
Create Group
Create Task in ProofHub when New Contact in Salesforce
Use this flowCreate Project in ProofHub when New Contact in Salesforce
Use this flowCreate Comment in ProofHub when New Contact in Salesforce
Use this flowUpdate Task in ProofHub when New Contact in Salesforce
Use this flowDelete Task in ProofHub when New Contact in Salesforce
Use this flowCreate Announcement in ProofHub when New Contact in Salesforce
Use this flowCreate Project Event in ProofHub when New Contact in Salesforce
Use this flowAdd Person to ProofHub when New Contact in Salesforce
Use this flowUpdate Project in ProofHub when New Contact in Salesforce
Use this flowCreate Folder in ProofHub when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Salesforce and ProofHub.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesforce and ProofHub accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Salesforce and ProofHub as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ProofHub. No coding required.
Yes. You can set up a workflow where Salesforce triggers actions in ProofHub, and a separate workflow where ProofHub triggers actions in Salesforce. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Salesforce and ProofHub. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesforce and ProofHub integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
