Connect Salesforce and Small Improvements to Build Intelligent Automations
Enable Integrations or automations with these events of Salesforce and Small Improvements
Enable Integrations or automations with these events of Salesforce and Small Improvements
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.
New Task
Triggers when a new task is created.
Actions
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.
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Frequently Asked Questions
To start, connect both your Salesforce and Small Improvements accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesforce triggers actions in Small Improvements (or vice versa).
Absolutely. You can customize how Salesforce data is recorded in Small Improvements. This includes choosing which data fields go into which fields of Small Improvements, setting up custom formats, and filtering out unwanted information.
The data sync between Salesforce and Small Improvements typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesforce and Small Improvements. 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.
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 Small Improvements
Small Improvements is a software tool that enables employees to provide and receive feedback that helps them improve.
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