Loyverse + Salesforce Integration

Connect Loyverse to Salesforce in 1 click

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1.
  • Loyverse
    Customer is created/updated/deleted in Loyverse Instant
  • Loyverse
    Receipt is created or updated in Loyverse Instant
  • Loyverse
    Shift is created in Loyverse Instant
  • Loyverse
    Item inventory is updated in Loyverse Instant
  • Loyverse
    Store is created or updated in Loyverse
  • Loyverse
    Item is created/updated/deleted in Loyverse Instant
  • Loyverse
    Employee is created or updated in Loyverse
  • 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 Loyverse + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Loyverse + Salesforce Integration

Create Salesforce record for new Loyverse customer

When a new customer is created in your Loyverse, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Loyverse + Salesforce Integration

Create Salesforce task for new Loyverse customer

In Loyverse, when you create a customer, it automatically creates a task in Salesforce for that customer. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular customer on their customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Loyverse + Salesforce Integration

Create Salesforce contact for new Loyverse customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Loyverse - Salesforce integration, anytime a new Loyverse customer is created, an Salesforce contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Loyverse + Salesforce Integration

Create Salesforce opportunity from new Loyverse customer

Anytime a new customer is created in your Loyverse, a new opportunity will automatically be created in your Salesforce. This ensures that all of your opportunity are linked to the right customer, and that you never miss an opportunity to follow up with a new lead.

This Loyverse - Salesforce integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Automations

Top 10 Most Popular Loyverse Automations from
Integrately Community

Just click on the workflow you want to automate

Loyverse logo
Square logo
Create Square customer for new Loyverse customer
Activate
Loyverse logo
WordPress logo
Create WordPress user for new Loyverse customer
Activate
Loyverse logo
Google Calendar logo
Create Google Calendar event for new Loyverse customer
Activate
Loyverse logo
Shopify logo
Create Shopify article for new Loyverse customer
Activate
Loyverse logo
WooCommerce logo
Create WooCommerce customer for new Loyverse customer
Activate
Loyverse logo
Square logo
Create Square customer for new Loyverse customer
Activate
Loyverse logo
WordPress logo
Create WordPress user for new Loyverse customer
Activate
Loyverse logo
Google Calendar logo
Create Google Calendar event for new Loyverse customer
Activate
Loyverse logo
Shopify logo
Create Shopify article for new Loyverse customer
Activate
Loyverse logo
WooCommerce logo
Create WooCommerce customer for new Loyverse customer
Activate
Loyverse logo
EasyCSV logo
Create EasyCSV data for new Loyverse customer
Loyverse logo
Bubble logo
Create Bubble data thing for new Loyverse customer
Loyverse logo
PostgreSQL logo
Create PostgreSQL row for new Loyverse customer
Loyverse logo
SeaTable logo
Create SeaTable row for new Loyverse customer
Loyverse logo
SmartSuite logo
Create SmartSuite row for new Loyverse customer
Loyverse logo
EasyCSV logo
Create EasyCSV data for new Loyverse customer
Loyverse logo
Bubble logo
Create Bubble data thing for new Loyverse customer
Loyverse logo
PostgreSQL logo
Create PostgreSQL row for new Loyverse customer
Loyverse logo
SeaTable logo
Create SeaTable row for new Loyverse customer
Loyverse logo
SmartSuite logo
Create SmartSuite row for new Loyverse customer

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
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3
Automation is ready
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You Can Also Connect Loyverse or Salesforce With 1400+ Other Apps

Loyverse
Loyverse
Loyverse is a complete point-of-sale solution for small and medium-sized businesses. It offers multiple services like inventory management, employee management, customer engagement, and reporting to help manage all your business operations.
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.