SmartSuite + Salesforce

Connect SmartSuite and Salesforce to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for SmartSuite

Choose an Action

Automatically do this!

Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query

Ready to use SmartSuite and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

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 SmartSuite integrations.

Update a Record

Updates an existing record in SmartSuite.

Find Many Records

Find multiple records by field match or SmartSuite search syntax.

List All Teams

list all the teams

List Comments

List all Comments

List Tables

Lists all Tables

List Solutions

Lists all Solutions in the Workspace.

We'll help you get started

Our team is all set to help you!

Know More About Smartsuite and Salesforce Integrations

5 Simple Ways to Automate Salesforce

Discover five straightforward methods to automate Salesforce and enhance your productivity. Streamline your processes and maximize efficiency with our expert tips.

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How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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Frequently Asked Questions

How do I start an integration between SmartSuite and Salesforce?

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

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

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

How often does the data sync between SmartSuite and Salesforce?

The data sync between SmartSuite and Salesforce 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 SmartSuite to Salesforce?

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 SmartSuite and Salesforce?

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

SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.

Project Management Marketing

Learn More

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.

CRM Sales and CRM

Learn More

Connect SmartSuite and Salesforce to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use SmartSuite and Salesforce automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Contact

New Lead

New Record

Updated Record

New Case Attachment

New Task

Do thisActionsAction is the task that follows automatically within your SmartSuite integrations.

Update a Record

Find Many Records

List All Teams

List Comments

List Tables

List Solutions

We'll help you get started

Know More About Smartsuite and Salesforce Integrations

5 Simple Ways to Automate Salesforce

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

Frequently Asked Questions

About SmartSuite

About Salesforce

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your SmartSuite integrations.