Convert Box + Salesforce Integration

Connect Convert Box to Salesforce in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Convert Box
    Visitor is added in Convert Box Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Convert Box + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Convert Box + Salesforce Integration

Create Salesforce contact for new Convert Box visitor

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesforce contact and Convert Box visitor can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
Convert Box + Salesforce Integration

Create Salesforce record for new Convert Box visitor

When a new visitor is created in your Convert Box software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
See more
Convert Box + Salesforce Integration

Create Salesforce opportunity for new Convert Box visitor

This automation makes it easy to create new opportunitys in Salesforce when a new visitor is created in Convert Box. Just connect your accounts, and every time a new visitor is created in Convert Box, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
See more
Convert Box + Salesforce Integration

Create Salesforce task for new Convert Box visitor

Salesforce and Convert Box are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesforce - Convert Box integration, you can automatically create task in Salesforce whenever a new visitor is created in Convert Box.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
See more
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Convert Box Automations from
Integrately Community

Just click on the workflow you want to automate

Convert Box logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convert Box visitor
Activate
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
Activate
Convert Box logo
SendFox logo
Create SendFox contact for new Convert Box visitor
Activate
Convert Box logo
Automizy logo
When Visitor is created in Convert Box, create Contact in Automizy
Activate
Convert Box logo
Moosend logo
Create Moosend contact for new Convert Box visitor
Activate
Convert Box logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convert Box visitor
Activate
Convert Box logo
Freshworks CRM (Freshsales Suite) logo
Create Freshworks CRM (Freshsales Suite) contact for new Convert Box visitor
Activate
Convert Box logo
SendFox logo
Create SendFox contact for new Convert Box visitor
Activate
Convert Box logo
Automizy logo
When Visitor is created in Convert Box, create Contact in Automizy
Activate
Convert Box logo
Moosend logo
Create Moosend contact for new Convert Box visitor
Activate
Convert Box logo
WordPress logo
Create WordPress post for new Convert Box visitor
Activate
Convert Box logo
Sendlane logo
Create Sendlane contact for new Convert Box visitor
Activate
Convert Box logo
INBOX logo
Create INBOX contact for new Convert Box visitor
Activate
Convert Box logo
Kirim.Email logo
Create Kirim.Email contact for new Convert Box visitor
Activate
Convert Box logo
Builderall Mailingboss logo
Create Builderall Mailingboss contact for new Convert Box visitor
Activate
Convert Box logo
WordPress logo
Create WordPress post for new Convert Box visitor
Activate
Convert Box logo
Sendlane logo
Create Sendlane contact for new Convert Box visitor
Activate
Convert Box logo
INBOX logo
Create INBOX contact for new Convert Box visitor
Activate
Convert Box logo
Kirim.Email logo
Create Kirim.Email contact for new Convert Box visitor
Activate
Convert Box logo
Builderall Mailingboss logo
Create Builderall Mailingboss contact for new Convert Box visitor
Activate

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Convert Box or Salesforce With 1400+ Other Apps

Convert Box
Convert Box
Convert Box gives you the flexibility to easily create and launch any style of on-site message from slide-in notifications to a full page takeovers, all in just a few clicks.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.