Connect SuperSaaS and Salesforce to Build Intelligent Automations

Choose a Trigger

SuperSaaS

When this happens...

Choose an Action

Salesforce

Automatically do this!

Ready to use SuperSaaS and Salesforce automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Runs when user creates new login

New Appointment

New Appointment

Runs when new appointment is created

Appointment Changes

Appointment Changes

Runs when appointment is created, changed, or deleted

User Is Created, Updated, or Deleted

User Is Created, Updated, or Deleted

Runs when User Is Created, Updated, or Deleted

New Form

New Form

Runs when Stand-Alone Form Is Submitted

Credit Purchase

Credit Purchase

Runs when credit purchase

Do thisActions

Action is the task that follows automatically within your SuperSaaS 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 SuperSaaS and Salesforce?

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

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

Absolutely. You can customize how SuperSaaS 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 SuperSaaS and Salesforce?

The data sync between SuperSaaS 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 SuperSaaS 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 SuperSaaS and Salesforce?

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

SuperSaaS

About SuperSaaS

Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.

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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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