Connect Salesforce and route4me to Build Intelligent Automations

Choose a Trigger

Salesforce

When this happens...

Choose an Action

route4me

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Enable Integrations or automations with these events of Salesforce and route4me

Enable Integrations or automations with these events of Salesforce and route4me

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 route4me?

To start, connect both your Salesforce and route4me accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesforce triggers actions in route4me (or vice versa).

Can we customize how data from Salesforce is recorded in route4me?

Absolutely. You can customize how Salesforce data is recorded in route4me. This includes choosing which data fields go into which fields of route4me, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesforce and route4me?

The data sync between Salesforce and route4me 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 route4me?

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 route4me?

Yes, you can set conditional logic to control the flow of data between Salesforce and route4me. 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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route4me

About route4me

Route4Me optimizes where, when, and how your people, vehicles, assets, and routes should work.

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