Erxes + Salesforce Integration

Integrate Erxes to Salesforce in one click, or tell Integrately AI how you want each customer handled. Enrich and qualify leads, update your CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated 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.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Erxes + Salesforce Integration

Capture customers, organise records, keep leads updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Erxes + Salesforce Integration

Create Salesforce contact for new Erxes contact

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 Erxes contact 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.
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Erxes + Salesforce Integration

Create Salesforce record for new Erxes contact

When a new contact is created in your Erxes 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.
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Erxes + Salesforce Integration

Create Salesforce opportunity for new Erxes contact

This automation makes it easy to create new opportunitys in Salesforce when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, 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.
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Erxes + Salesforce Integration

Create Salesforce task for new Erxes contact

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

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!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + Salesforce flow

Streamline customer capture, update records, and keep your teams aligned across your entire tech stack. Pick a combination and activate it in one click.

Erxes
Salesforce
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SlackSlack (6)
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GmailGmail (5)
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TypeformTypeform (4)
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HubSpotHubSpot (4)
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MailchimpMailchimp (4)
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CalendlyCalendly (4)
E
S
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Add every new Erxes customer to Salesforce, and notify your sales channel in Slack
New Erxes customers appear in Salesforce as a new lead the moment they register and your sales channel hears about it in Slack, so nobody re-types details.
E
S
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Log every new Erxes support message in Salesforce, and alert your support channel in Slack
Erxes support messages are captured in Salesforce as a task and broadcast to your support channel on Slack.
S
E
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When a Salesforce lead is updated, update the Erxes profile and post the change in Slack
Salesforce lead updates trigger an Erxes profile update while keeping your team informed on Slack.
E
S
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If a new Erxes customer is enterprise tier, add a priority lead in Salesforce and alert your enterprise sales channel in Slack
High-value Erxes signups create priority leads in Salesforce with instant Slack alerts for enterprise reps.
E
S
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Use Claude to summarise every new Erxes form submission, save the brief in Salesforce, and post the summary in Slack
Claude turns detailed Erxes form submissions into actionable Salesforce records and shares the brief on Slack.
S
E
H
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Turn every won Salesforce opportunity into an Erxes company update, create a onboarding task in HubSpot, and announce it in Slack
Won Salesforce deals update Erxes records, trigger a HubSpot onboarding task, and announce the win in Slack.

Supported triggers and actions for Erxes and Salesforce

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Erxes + Salesforce?

Connect Erxes and Salesforce to streamline lead capture, keep CRM records accurate, and trigger team notifications instantly.

What you can automate?
🚀
Capture every new Erxes customer in Salesforce
Automatically create a new lead in Salesforce the moment a customer is created in Erxes. Eliminate manual data entry and ensure your sales pipeline is always populated with fresh prospects.
📝
Sync all Erxes form submissions instantly
Map every field from Erxes form submissions directly into Salesforce records. Ensure your sales team has complete context before reaching out to prospective clients.
🔔
Alert your team about critical chats
Send instant notifications whenever an important message or company profile is created in Erxes. Keep your team aligned and responsive to high-value inquiries.
🔀
Route leads based on submitted criteria
Evaluate incoming Erxes form data and route leads to different Salesforce pipelines based on tier or budget. Ensure the right representatives handle specialised prospects.
🔄
Keep CRM records up to date automatically
Synchronise profile updates between Erxes and Salesforce in real time. Prevent data drift and maintain a single source of truth across your business tools.
🔗
Prevent duplicate records with smart matching
Search existing Salesforce records before creating new leads or accounts from Erxes data. Keep your database clean and free of redundant entries.
💼
Manage opportunity stages and pipeline updates
Update customer profiles and trigger follow-up tasks whenever Salesforce opportunities change stage. Maintain full visibility over your sales cycle.
🌐
Extend your workflow to messaging apps
Connect Erxes and Salesforce with tools like Slack to notify sales channels and coordinate team responses the moment a lead is created.
And much more...

Who is Erxes + Salesforce integration for?

Teams managing customer communications and CRM pipelines benefit by eliminating manual data entry and keeping records instantly synchronised.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Support teams
Support teams
Operations leads
Operations leads
Compliance leads
Compliance leads
📈
Performance marketers
You're running campaigns across multiple chat channels but your CRM report only updates when someone manually exports Erxes customer data, so the conversion counts you're optimising against are always hours behind — with this integration, every new customer record lands in Salesforce instantly and your data stays current.
Sales reps
You rely on rapid outreach when new prospects register in Erxes, but manual lead creation delays your response time and costs you deals — automating both apps means every lead appears in Salesforce the second they submit their details so you can engage immediately.
🤝
Account managers
You answer to clients who want to see real-time progress on their support and onboarding pipeline, but scattered notes in Erxes make status updates tedious — connecting these apps means every interaction is logged to Salesforce accounts automatically.
📊
Support teams
Erxes customer message volume is too high for anyone to keep up by hand while manually copying tickets into Salesforce, leading to dropped follow-ups — with this integration, every customer message creates an organised Salesforce task without manual effort.
🔄
Operations leads
You own the handoff between customer chat interactions and sales pipeline management, depending on manual copy-pasting that introduces formatting errors — automating Erxes and Salesforce ensures structured data flows seamlessly into your CRM.
🗂️
Compliance leads
You need a reliable audit history of every customer interaction and form submission, but manual logging leaves noticeable gaps in your CRM records — this integration means every Erxes event is captured in Salesforce with zero missing entries.
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?

Why choose Integrately to automate Erxes + Salesforce

Build and manage your Erxes + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Erxes + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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
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in $19.99

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Frequently Asked Questions

How do I connect Erxes to Salesforce?
Frequently Asked Questions
You can connect Erxes to Salesforce in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to integrate your Erxes data with Salesforce, Slack, Gmail, and 1,500+ other apps.
Can I automatically create Salesforce leads from Erxes customer signups?
Frequently Asked Questions
Can I connect Erxes, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Salesforce?
Frequently Asked Questions
How does Erxes data synchronise with Salesforce records?
Frequently Asked Questions
Can I update Salesforce opportunities when Erxes customer events occur?
Frequently Asked Questions
Do I need coding skills to integrate Erxes and Salesforce?
Frequently Asked Questions
Is the Erxes and Salesforce integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Erxes or Salesforce With 1500+ Other Apps

Erxes
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing, invoicing, and analytics platforms to drive better business decisions across your stack.