Salesforce

Salesforce

Increase your sales and improve the way you keep track of your customers by integrating with the most successul CRM ecosystem in the world.

Works great with

Browse the most popular app pairings to find the perfect match to suit your business needs.
Jira
ServiceNow
Workday
Saba
Snowflake
Hubspot
Slack
Greenhouse
QuickBooks
BambooHR

Start automating

Jump right into the action and begin optimizing your business with ready-to-use workflows.

Create persons in Pipedrive from Salesforce leads

1. Sapper retrieves all the leads from Salesforce.
2. For each lead in Salesforce, Sapper creates person in Pipedrive.

Add Salesforce opportunities to ClickUp as tasks

1. Sapper retrieves all the opportunities from Salesforce.
2. For each opportunity in Salesforce, Sapper creates a task in ClickUp.

Create records in Airtable for Salesforce users

1. Sapper retrieves all the users from Salesforce.
2. Sapper assists in creating records in Airtable.

Create a record in Airtable for Salesforce opportunities

1. Sapper retrieves all the opportunities from Salesforce.
2. Sapper assists in creating records in Airtable.

Create Salesforce contacts from new Klaviyo subscribers

1. Sapper retrieves subscribers from Klaviyo.
2. For each subscribers from Klaviyo, Sapper creates contacts in Salesforce.

Create Salesforce leads from ActiveCampaign contacts

1. Sapper retrieves contacts from ActiveCampaign.
2. For each contacts from ActiveCampaign, Sapper creates leads in Salesforce.

Create Trello Cards from Salesforce cases

1. Sapper retrieves cases from Salesforce.
2. For each cases from Salesforce, Sapper creates new cards in Trello.

Create Trello Cards from Salesforce oppurtunities

1. Sapper retrieves opportunities from Salesforce.
2. For each opportunities from Salesforce, Sapper creates new cards in Trello.

When there is new Job posting in Greenhouse, Post the Job in LinkedIn and notify HR in MS Teams

1. When a Job is created in Greenhouse.
2. Sapper Automation is triggered, resulting in the notifying the HR channel In MS Teams and posting the Job in LinkedIn.

Post new Salesforce leads to Microsoft Teams channels

1. When a lead is created in Salesforce.
2. Sapper automation is triggered, resulting in the notifying the HR channel in MS Teams.

When a Employee is terminated in Workday, Create Jira ticket to remove system access and revoke access for the User in Salesforce/Freshdesk and deactivate the User in Docebo and notify HR on MS Teams

1. When a candidate is terminated/resigned in Workday.
2. Sapper automation is triggered, resulting in the creation of Jira ticket for revoking system access for the User.
3. According to the Job role, Sapper revokes access to Freshdesk/Salesforce and Docebo and notify HR in MS Teams.

When a user is created in Salesforce, Create/Update User in Docebo and assign a Course

1. When a User is created in Salesforce.
2. Sapper automation is triggered, resulting in the creating the User in Docebo and assigning a learning course.
3. If the User already exist update the candidate in Docebo.

Trigger- Create agent in Freshdesk or user in Salesforce for a new hire in Workday and assign activity as per the Job role in Sumtotal

1. When a Candidate is hired in Workday.
2. Sapper automation is triggered, resulting in the creation of Provision Ticket in Freshservice as per the Job role.
3. Sapper creates an agent in Freshdesk or a user in salesforce based on the job.
4. In Sumtotal, creates a user and assigns activities based on the job role.

Create a Salesforce Case whenever a ServiceNow Ticket is created

1. When a ServiceNow ticket is created.
2. Sapper Automation is triggered, resulting in the creation of a Salesforce case.

Migrate/Copy all Deals from HubSpot and all Opportunities from SalesForce as Asana Tasks

1. Sapper retrieves all the deals from HubSpot and all the opportunities from Salesforce.
2. Sapper assists in creating Asana tasks for all HubSpot deals and Salesforce opportunities.

Migrate/Copy all Leads from Salesforce as Asana Tasks

1. Sapper retrieves all the leads from Salesforce.
2.Sapper adds tasks in Asana for all the Salesforce leads.

Migrate/Copy all QuickBooks Customers as Salesforce Accounts

1. Sapper retrieves all the customers from QuickBooks.
2. For each customer in QuickBooks, create new account in Salesforce.

Migrate/Copy all Hubspot Tickets as Salesforce Cases

1. Sapper retrieves all the tickets from HubSpot.
2. For each ticket in HubSpot, Sapper creates a new case in Salesforce.

Migrate/Copy all Hubspot Companies as Salesforce Accounts

1. Sapper retrieves all the companies from HubSpot.
2. For each company in HubSpot, Sapper creates an account in Salesforce.

Create a Jira Issue whenever a Salesforce Case Is created

1. Whenever a new case is created in Salesforce.
2. Sapper creates an issue in Jira.

Create Sales-Receipt in QuickBooks for Salesforce opportunities

1. Sapper helps to fetch opportunity ID from Salesforce.
2. Based on using opportunity ID all the details regarding the opportunity are being collected.
3. Using those opportunity details Sapper creates sales receipts in QuickBooks.

Create ServiceNow Company from Salesforce Accounts

1. Sapper helps to retrieve all the accounts present in Salesforce.
2. Sapper creates new companies in ServiceNow from the company name.

Create ServiceNow Contracts from Salesforce Contracts

1. Sapper helps to retrieve all the contracts present in Salesforce.
2. As all the contracts have a unique id in Salesforce.
3. Using this unique id from Salesforce Sapper creates new contracts in ServiceNow.

Create Jira Users from Salesforce Users

1. Sapper retrieves all the users present in Salesforce.
2. As all the users have a unique id in Salesforce.
3. Using this unique id from Salesforce Sapper creates new users in ServiceNow.

Create ServiceNow Incidents from Salesforce Cases

1. Sapper helps retrieves all the cases present in Salesforce.
2. As all the cases have a unique id in Salesforce.
3. Using this unique id from Salesforce Sapper creates a new incident in ServiceNow.

Trigger: Create Jira issues from Salesforce contacts to Provision new users

1. Sapper triggers to create contacts in Salesforce to provision new users.
2. Sapper creates a new issue in Jira.

Trigger: Create ServiceNow companies from Salesforce accounts

1. Sapper retrieves all the accounts present in Salesforce.
2. As all the accounts have a unique ID in Salesforce.
3. Using this unique ID of Salesforce accounts Sapper creates new companies in ServiceNow.

Create Jira Issues from Salesforce Cases

1. Sapper retrieves all the cases present in Salesforce.
2. As all the users have a unique id in Salesforce.
3. Using the unique id of Salesforce cases Sapper creates a new issue in Jira.

Create Salesforce Case and Notify in Slack

1. Sapper helps to create a new case in Salesforce.
2. Sapper notify about the creation of a new case in Slack.

Available Actions

View all the guided tasks available for this app and start planning for seamless automation.
Salesforce

Create lead

Salesforce

Create opportunity

Salesforce

Update lead

Salesforce

Get leads

Salesforce

Get lead by ID

Salesforce

Create contact

Salesforce

Update contact

Salesforce

Delete contact

Salesforce

Delete lead

Salesforce

Get contact by ID

Salesforce

Get contacts

Salesforce

Create user

Salesforce

Update user

Salesforce

Get user by ID

Salesforce

Create case

Salesforce

Get cases

Salesforce

Get case by ID

Salesforce

Get contract by ID

Salesforce

Get contracts

Salesforce

Get accounts

Salesforce

Get account by ID

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