Markup.io + Salesforce Integration

Connect Markup.io to Salesforce - Automate your workflows in 1-click

Make use of Markup.io automations to improve team communication and gain real-time visibility into project progress. Make use of Salesforce automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Markup.io + Salesforce integration.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Markup.io + Salesforce Integration

Just click on the workflow you want to automate

Create Salesforce record for new Markup.io markup

As any project manager would agree, spreadsheets are essential for tracking progress and ensuring that tasks are completed on time. However, manually creating a new Salesforce record for every new Markup.io markup can be time-consuming and error-prone.

This process can be automated using Integrately's Markup.io - Salesforce integration. With this integration, a new Salesforce record will be created for every new Markup.io markup.

This will save time and ensure that your project data is always up-to-date.

Activate

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Create Your Own Markup.io & Salesforce Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Markup is created in Markup.io Instant
Comment is unresolved in Markup.io Instant
Comment is resolved in Markup.io Instant
Comment reply is created in Markup.io Instant
Comment is created in Markup.io Instant
Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

Search record using query in Salesforce
Create record in Salesforce
Update record in Salesforce
Search record in Salesforce
Create lead in Salesforce
Update lead in Salesforce
Search lead in Salesforce
Create contact in Salesforce
Update contact in Salesforce
Search contact in Salesforce
Create opportunity in Salesforce
Update opportunity in Salesforce
Search opportunity in Salesforce
Add contact to campaign in Salesforce
Add lead to campaign in Salesforce
Create account in Salesforce
Search account in Salesforce
Update account in Salesforce
Create task in Salesforce
Update task in Salesforce
Search task in Salesforce
Get tasks by contact Id in Salesforce
Create case in Salesforce
Update case in Salesforce
Search case in Salesforce
Get Record by Id in Salesforce
Get events by contact Id in Salesforce
Search quote in Salesforce

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Markup.io & Salesforce In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Markup.io or Salesforce With 1200+ Other Apps

Streamline your creative feedback loop with Markup.io. It helps you get clear, visual annotations on websites, images, and PDFs directly within your workflow, boosting team collaboration and accelerating project approvals.

See Markup.io Integrations

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.

See Salesforce Integrations