Salesforce integrations

Connecting Salesforce on Make

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Connect Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like 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.

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Build your Salesforce integrations.

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

Complete/Abort a Job

Completes or aborts a job.

Action

Create a Job

Creates a new bulk data job.

Action

Create a Record

Creates a new record in an object.

Action

Delete a Record

Deletes a record.

Action

Download an Attachment/Document

Downloads an attachment or a document.

Action

Get a Record

Gets a specified record in an object.

Action

List Jobs

Retrieves all bulk data jobs in the organization.

Search

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Search

Make an API Call

Performs an arbitrary authorized API call.

Action

Popular Salesforce workflows.

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

Create new cases in Salesforce from new emails received in Gmail

If you have an email address dedicated to new cases, Make will retrieve new emails received and create new cases in Salesforce with the contents.

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Send email notifications for new accounts in Salesforce

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

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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.

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Create leads in Salesforce from new Eventbrite attendees and send email notifications

Whenever you have new attendees in Eventbrite, Make will automatically retrieve the details, create a lead in Salesforce and send email notifications to the intended recipient/s.

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Send a Slack message from a new Salesforce account (company)

Use this template to send a Slack message to a channel or a user when a new Salesforce account (a company in Salesforce) is created.

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Send a Slack message from a new Salesforce campaign

Use this template to send a Slack message to a channel or a user when a new Salesforce campaign is created.

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Send a Slack message from a new Salesforce contact

Use this template to send a Slack message to a channel or a user when a new Salesforce contact is created.

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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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Send a Slack message from a new Salesforce case

Use this template to send a Slack message to a channel or a user when a new Salesforce case is created.

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