Salesforce integration

Follow up new Salesforce leads, assign leads and opportunities and convert leads to customers.

What’s included in this integration

Start marketing automation journeys by segmenting all of your Salesforce data

Activities

Lead created / converted / updated

Contact created / updated

Opportunity created /updated / won

Task created / updated

Campaign created /updated

Campaign member added / removed

Objects

Salesforce lead

Salesforce contact

Salesforce account

Salesforce opportunity

Salesforce campaign

Salesforce task

Salesforce custom object

Actions

Create record

Update record

Change campaign status

Add to campaign

Remove from campaign

Create or update record

About

Salesforce

Salesforce is a customer relationship management solution (or CRM) that aligns companies with their customers through sales and marketing. Salesforce helps sales teams close more details by utilizing tools like content management, sales forecasting, and process automation.

Salesforce website

Integration documentation

4.3 stars

4.6 stars

4.7 stars

Join leading businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.7 stars

Join leading businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.6 stars

4.7 stars

Join leading businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

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