Erxes + Salesforce Integration

Connect Erxes to Salesforce in 1 click

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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
    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
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2.

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Ready Workflows Ready Workflows   for Erxes + Salesforce Integration

Just click on the workflow you want to automate

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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Automations

Top 10 Most Popular Erxes Automations from
Integrately Community

Just click on the workflow you want to automate

Erxes logo
WordPress logo
Create WordPress post for new Erxes contact
Activate
Erxes logo
Twilio logo
Send Twilio sms for new Erxes contact
Activate
Erxes logo
Stripe logo
Create Stripe contact for new Erxes contact
Activate
Erxes logo
ClickSend SMS logo
Send ClickSend SMS message for new Erxes contact
Erxes logo
SendGrid logo
Send SendGrid email for new Erxes contact
Erxes logo
WordPress logo
Create WordPress post for new Erxes contact
Activate
Erxes logo
Twilio logo
Send Twilio sms for new Erxes contact
Activate
Erxes logo
Stripe logo
Create Stripe contact for new Erxes contact
Activate
Erxes logo
ClickSend SMS logo
Send ClickSend SMS message for new Erxes contact
Erxes logo
SendGrid logo
Send SendGrid email for new Erxes contact
Erxes logo
Online Live Support logo
Send Online Live Support message for new Erxes contact
Erxes logo
MailerSend logo
Send MailerSend message for new Erxes contact
Erxes logo
Telnyx logo
Send Telnyx message for new Erxes contact
Erxes logo
SMS Idea logo
Send SMS Idea message for new Erxes contact
Erxes logo
sms77 logo
Send sms77 message for new Erxes contact
Erxes logo
Online Live Support logo
Send Online Live Support message for new Erxes contact
Erxes logo
MailerSend logo
Send MailerSend message for new Erxes contact
Erxes logo
Telnyx logo
Send Telnyx message for new Erxes contact
Erxes logo
SMS Idea logo
Send SMS Idea message for new Erxes contact
Erxes logo
sms77 logo
Send sms77 message for new Erxes contact

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
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3
Automation is ready
Setup an action from Trello
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750 Tasks
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Erxes or Salesforce With 1400+ Other Apps

Erxes
Erxes
Erxes is a friendly, efficient and customer-centric chatbot that gets to know your customers better with every conversation. Our AI learns from the data you input to provide a personalized experience for all your users.
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.