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.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Get values of a previously stored variables.
Get the value of a previously stored variable.
Returns a value of 1 after first run. Every subsequent run will increment the returned value by 1.
Sets the value of multiple variables.
Sets the value of the variable.
Delays execution for a specified period of time.
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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.
Generates bundles with their own structure.
Completes or aborts a job.
Composes a string for easier mapping of scenarios.
Converts a text from one codepage to another.
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.
Connect any app with Salesforce and Tools
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 ->Capture new leads from Facebook Lead Ads and send data to your system
Capture new leads from Facebook Lead Ads and automatically send their data to your system using Make's integration with Facebook and HTTP modules.
TRY IT ->Get insights from Facebook Ads and send data to your application
Automatically gather insights from Facebook Ads and send them to your application. Make will fetch ad account insights, set variables, and send data via HTTP.
TRY IT ->Send data to a custom webhook and set variables in your workflow
Automatically send data to a custom webhook, set workflow variables, and execute HTTP actions with Make's Custom WebHook, Set Variables, and HTTP modules.
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