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Create integrations between vanillasoft and Salesforce

Enable Integrations or automations with these events of vanillasoft and Salesforce

Triggers

vanillasoft

New Contact

Triggers when a new Contact is created.

vanillasoft

New Lead

Triggers when a new Lead is created.

vanillasoft

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

vanillasoft

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

vanillasoft

New Case Attachment

Triggers when a new Attachment is added to a case.

Actions

vanillasoft

Add Contact to Campaign

Adds an existing contact to an existing campaign.

vanillasoft

Add Lead to Campaign

Adds an existing lead to an existing campaign.

vanillasoft

Create Attachment

Creates a new attachment (max 25MB).

vanillasoft

Create Contact

Creates a new contact.

vanillasoft

Create Note

Creates a new note and links it to a parent record

vanillasoft

Update Contact

Updates an existing contact in Salesforce.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About vanillasoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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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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