Connect Salesforce and Smartcat
Integrate Salesforce with Smartcat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete the project in Smartcat when New Contact in Salesforce
Start processing the project statistics in Smartcat when New Contact in Salesforce
Enable or disable fuzzy matches in Smartcat when New Contact in Salesforce
Cancel project in Smartcat when New Contact in Salesforce
Restore project in Smartcat when New Contact in Salesforce
Popular Salesforce + Smartcat 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
Smartcat
Automatically do this!
Delete the project
Start processing the project statistics
Enable or disable fuzzy matches
Cancel project
Restore project
Complete project
Automatically assign all new documents/segments
Run the empty project folders deletion task
Set mode of access to perform work
Assign individual suppliers to perform task
Delete individual assignment
Set deadline for task
Delete the project in Smartcat when New Contact in Salesforce
Use this flowStart processing the project statistics in Smartcat when New Contact in Salesforce
Use this flowEnable or disable fuzzy matches in Smartcat when New Contact in Salesforce
Use this flowCancel project in Smartcat when New Contact in Salesforce
Use this flowRestore project in Smartcat when New Contact in Salesforce
Use this flowComplete project in Smartcat when New Contact in Salesforce
Use this flowAutomatically assign all new documents/segments in Smartcat when New Contact in Salesforce
Use this flowRun the empty project folders deletion task in Smartcat when New Contact in Salesforce
Use this flowSet mode of access to perform work in Smartcat when New Contact in Salesforce
Use this flowAssign individual suppliers to perform task in Smartcat when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Salesforce and Smartcat.
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.
Learn more
About Smartcat
Smartcat is an all-in-one platform connecting businesses and translators into a continuous translation delivery loop by combining a collaborative workflow solution, a marketplace, and a network of translation professionals.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesforce and Smartcat 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 Smartcat 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 Smartcat. No coding required.
Yes. You can set up a workflow where Salesforce triggers actions in Smartcat, and a separate workflow where Smartcat 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 Smartcat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesforce and Smartcat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
