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    Connect Myphoner and Salesforce integrations

    Connect Myphoner 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 Myphoner 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.

    Myphoner
    Salesforce
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    Popular Myphoner and Salesforce workflows.

    Looking to get more out of Myphoner and Salesforce? With Make you can visually integrate Myphoner and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

    Salesforce
    Gmail
    Send email notifications for new leads in Salesforce

    Whenever new leads are added in Salesforce, Make retrieves the leads and sends notifications to the selected recipient/s.

    Try It ➔
    Salesforce
    Slack
    Send a Slack message from a closed Salesforce opportunity

    Use this template to send a Slack message to a channel or a user when a Salesforce opportunity is closed.

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    Salesforce
    ClickUp
    Create ClickUp tasks from new opportunities in SalesForce

    Every time a new opportunity is created in SalesForce, Make will automatically create a new task in a ClickUp list of your choice.

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    Salesforce
    Trello
    Create Trello cards from new Salesforce tasks

    Every time a new task is created in Salesforce, Make will automatically create a new card in Trello.

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    Stripe
    Salesforce
    Create opportunities in Salesforce from new Stripe charges

    This scenario instantly receives new charges from Stripe and creates opportunities in Salesforce automatically.

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    Google Forms
    Salesforce
    Create Salesforce contacts from new Google Forms form submissions

    Use this template to automatically create a Salesforce contact when there's a new Google Forms form submission.

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    Try It ➔
    Salesforce
    QuickBooks
    Add new SalesForce accounts to QuickBooks as customers

    Every time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.

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    Salesforce
    Jira Cloud Platform
    Create Jira issues from new records in Salesforce

    This automation will fetch new records in Salesforce and create issues in JIRA Cloud Platform for you.

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    Build your Myphoner and Salesforce integrations.

    Create custom Myphoner and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

    Myphoner
    Archive a Lead

    Archives an existing lead.

    Action
    Salesforce
    Complete/Abort a Job

    Completes or aborts a job.

    Action
    Salesforce
    Create a Job

    Creates a new bulk data job.

    Action
    Myphoner
    Create a List

    Creates a new list.

    Action
    Myphoner
    Create a New Lead

    Creates a new lead.

    Action
    Salesforce
    Create a Record

    Creates a new record in an object.

    Action
    Myphoner
    Delegate / Claim a Lead

    Delegates or claims an exisitng lead to another user.

    Action
    Salesforce
    Delete a Record

    Deletes a record.

    Action
    Salesforce
    Download an Attachment/Document

    Downloads an attachment or a document.

    Action

    Connect any app with Myphoner and Salesforce

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