Connect Flow Control and Salesforce integrations
Connect Flow Control and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Flow Control and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Flow Control and Salesforce integrations.
Create custom Flow Control and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Retrieves all bulk data jobs in the organization.
Popular Flow Control and Salesforce workflows.
Looking to get more out of Flow Control and Salesforce? With Make you can visually integrate Flow Control and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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Streamline your lead management process by automatically syncing new Typeforms leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise.
TRY IT ->Sync Facebook leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Facebook leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise. Easily integrate Facebook Leads Ads to Salesforce to capture leads, find the team of reps in the lead's location and randomly assign a rep to the lead ensuring even distribution across your team for maximum conversion.
TRY IT ->Sync Facebook leads to Salesforce for automated location-based Sales rep assignment
Streamline your lead management with this template that automatically adds new Facebook leads to Salesforce and assigns them to the corresponding sales representative based on geographic location. Perfect for teams with designated sales personnel for each region, it ensures an organized, efficient allocation process with timely follow-ups to maximize conversions.
TRY IT ->Automatically assign Facebook Leads by location via Salesforce
Automate the allocation of new Facebook leads to your sales reps with precision. Our Salesforce-based solution identifies the sales rep for each lead's location and instantly dispatches an email, ensuring a timely and personalized follow-up. Perfect for setups with a dedicated sales rep per region, this template simplifies lead distribution, accelerates response times, and aims to increase conversion rates.
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Ensure that your Marketing CRM contacts are synced with your Sales CRM and Sales engagement platform. Take it further by notifying your sales team on your IM tool as soon as there are new prospects so they can reach out to them and initiate the sales process.
TRY IT ->Create new customers or update existing ones in Sage from new accounts in Salesforce
If you want to keep your accounts in Salesforce synced with your Sage Business Cloud Accounting app, this scenario is what you need. If the customer already existing in Sage, the details will just be updated preventing any duplications.
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When a new lead is made in Salesforce, the event "lead" is sent to Facebook Conversions API. Since it is not triggered instantly, the scenario is scheduled. Therefore all retrieved records are sent in array at once.
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