Connect Salesforce and Tools integrations
Connect Salesforce and Tools with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Tools 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.
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Create custom Salesforce and Tools workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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Popular Salesforce and Tools workflows.
Looking to get more out of Salesforce and Tools? With Make you can visually integrate Salesforce and Tools into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
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 ->Find YouTube videos in a channel, summarize with ChatGPT, and email results
Discover YouTube videos within a specific channel, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
TRY IT ->Social media distribution system
This scenario handles a social media distribution system in which the row with content is randomly selected, and the content is published to a specified social media account. Here, Facebook Pages, X, and LinkedIn social accounts are used.
TRY IT ->Sync Facebook Ads data to Google Sheets
Simplify your marketing analytics workflow with our automated solution that transfers your Facebook Ads data to Google Sheets daily. Gain a consolidated view of your campaigns' performance and budget allocations every morning at 8:00 AM, using the previous day's data. Customizable scheduling is available to fit your reporting routine—adjust the time settings in the first module with a click.
TRY IT ->Find YouTube videos by keywords, summarize with ChatGPT, and email results
Discover relevant YouTube videos using keyword search, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
TRY IT ->Personalized News Digest (RSS to Email)
Get a customized news experience with daily email digests tailored to your preferred sources. This automation delivers the latest updates directly to your inbox, keeping you informed on the topics that matter most to you. Simply choose a news feed or blog that fits your interests, and we'll take care of the rest—ensuring each digest is personalized to your selected sources. Try using any of the suggested feeds below—just copy and paste them into the RSS module! [MIT News](https://news.mit.edu/rss/topic/artificial-intelligence2) [Wired Tech](https://www.wired.com/feed/rss) [BBC News: Technology](http://feeds.bbci.co.uk/news/technology/rss.xml)
TRY IT ->Add new Facebook Lead Ads leads to Salesforce as responsible records
Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Create a Brand Strategy with ChatGPT and Google Docs
Effortlessly create a comprehensive brand strategy using ChatGPT’s AI insights, organized and documented through Google Docs. This template helps you maintain consistency and thoroughness in your strategic planning. Estimated number of ChatGPT tokens used by this template: 4,000 tokens for prompts and 1,000 tokens for a completion. [What are tokens and how to count them?](https://help.openai.com/en/articles/4936856-what-are-tokens-and-how-to-count-them)
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