Connect Sulekha and Salesforce to Build Intelligent Automations

Choose a Trigger

Sulekha

When this happens...

Choose an Action

Salesforce

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Ready to use Sulekha and Salesforce automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Leads

New Leads

Triggers when the New Lead is captured.

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.

Do thisActions

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

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 Sulekha and Salesforce?

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

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

Absolutely. You can customize how Sulekha 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 Sulekha and Salesforce?

The data sync between Sulekha 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 Sulekha 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 Sulekha and Salesforce?

Yes, you can set conditional logic to control the flow of data between Sulekha 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.

Sulekha

About Sulekha

Sulekha is a comprehensive online platform connecting users with local service providers across various categories, including home services, education, and events. It facilitates easy access to trusted professionals and businesses, enhancing convenience and efficiency for users seeking specific services.

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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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