All integrations
Salesforce
Contact ManagementCRM Systems
Keep Salesforce up to date from your workflows: create and update leads, accounts, contacts and opportunities, log follow-up tasks, and query your org with SOQL.
20 actions
Actions
Steps your workflow can run in Salesforce.
Create leadCreate a Salesforce lead. Only a last name and a company are required — Salesforce fills the rest in as they become known.
Get leadRetrieve one Salesforce lead by its record ID.
Update leadUpdate a Salesforce lead. Only the fields you fill in are changed; the rest are left as they are.
List leadsList Salesforce leads, newest first, optionally narrowed by email, company or status.
Create accountCreate a Salesforce account — the company record other records hang off. Only a name is required.
Get accountRetrieve one Salesforce account by its record ID.
Update accountUpdate a Salesforce account. Only the fields you fill in are changed.
List accountsList Salesforce accounts, newest first, optionally narrowed by the start of the name or by industry.
Create contactCreate a Salesforce contact — a person, usually attached to an account. Only a last name is required.
Get contactRetrieve one Salesforce contact by its record ID.
Update contactUpdate a Salesforce contact. Only the fields you fill in are changed.
List contactsList Salesforce contacts, newest first, optionally narrowed by email or by the account they belong to.
Create opportunityCreate a Salesforce opportunity — a deal in progress. Needs a name, a stage and an expected close date.
Get opportunityRetrieve one Salesforce opportunity by its record ID.
Update opportunityUpdate a Salesforce opportunity — most often to move it to a new stage. Only the fields you fill in are changed.
List opportunitiesList Salesforce opportunities, newest first, optionally narrowed by stage or by account.
Create taskCreate a Salesforce task — a follow-up, optionally attached to a person and to a record.
Run SOQL queryRun a SOQL SELECT against your org — the way to reach custom objects, custom fields and relationships the other actions don't cover.
Search recordsFind records across several objects at once by keyword, using Salesforce's text search. Use this when you know a name or a phrase but not which object holds it.
Delete recordDelete a Salesforce record, sending it to your org's Recycle Bin. Works for any of the objects the other actions create.
Connect in a few clicks
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