Full list

Supported Triggers & Actions

Everything you can automate between SocialKit and Salesforce.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your SocialKit integrations.

Get YouTube Video Stats

Get YouTube Video Stats

Get a video's title, channel info, views, likes, and comment count from a YouTube URL.

Summarize Youtube Video

Summarize Youtube Video

Create YouTube video summary

Get YouTube Comments

Get YouTube Comments

Retrieve up to a specified number of top comments from a YouTube video URL.

Generate YouTube Transcript

Generate YouTube Transcript

Generate YouTube transcript

Get LinkedIn Profiles

Get LinkedIn Profiles

Retrieve one or more LinkedIn profiles by URL.

Get YouTube Channel Stats

Get YouTube Channel Stats

Get statistics for one or more YouTube channels using their channel URLs.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Salesforce
Salesforce + SocialKit
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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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Frequently Asked Questions

How do I connect SocialKit and Salesforce?

Sign up for a free viaSocket account, then authorize both your SocialKit and Salesforce 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between SocialKit and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from SocialKit to Salesforce?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where SocialKit triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in SocialKit. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between SocialKit and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire SocialKit and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.