Connect Salesforce integrations
Unite your team’s customer relationships by connecting Salesforce with Make to instantly sync accounts, leads, and custom database records. Integrating this CRM with our workflow automation tool lets you trigger real-time chat alerts, update bulk contacts, and manage pipelines. Register for a free account today to deploy your first custom pipeline.
Salesforce
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Triggers and actions
Developed, supported and maintained by community users.
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Salesforce
Popular Salesforce workflows
Automate your Salesforce workflows with Make. Connect your favorite tools, sync customer data, and eliminate manual entry.
Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack
Automatically enhance company information using ChatGPT, seamlessly generate leads in Salesforce, and receive instant notifications via Slack. Improve business communication and efficiency by keeping your team updated with real-time lead information.
Personalize an introduction message with ChatGPT for new Salesforce leads and store them on a Google Sheet for review
Optimize your lead nurturing with personalized introduction messages for new Salesforce leads, conveniently organized and stored in Google Sheets for easy review before emailing.
Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet
Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesn't, it will create a Salesforce lead. Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet.
Boost Productivity: Automate Salesforce with Make Integrations
Integrate Salesforce with Slack, ClickUp, and ChatGPT using Make. Automatically enrich new leads, notify your sales team instantly, and trigger post-sale workflows to keep your business running efficiently.
AI-Powered Lead Enrichment
Automatically research and enrich new Salesforce leads using ChatGPT to give your sales team valuable context without manual effort.
Effortless Post-Sale Handoffs
Automatically create ClickUp tasks the moment a Salesforce opportunity is won so your delivery team can get to work immediately.
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Zero-Manual Lead Creation
Instantly turn Google Forms submissions or Excel spreadsheet rows into Salesforce contacts, eliminating tedious copy-pasting.
Instant Team Notifications
Keep your team aligned by sending instant Slack updates whenever new leads are generated or updated in Salesforce.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.