Perfit + Salesforce Integration

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1.

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

2.

Trusted by experts at...

Ready Workflows for Perfit + Salesforce Integration

Just click on the workflow you want to automate

Most popular automations

Create Perfit contact for new Salesforce record

Are you tired of manually creating Perfit contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Perfit contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Perfit {{action.Contact} creation!

See more

When Lead is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Contact is created in Salesforce > Check condition > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Check condition > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Check any condition > Create contact in Perfit

Salesforce + Perfit Integration

1of2

Our team

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

Tell us what type of automation you want to make?

Top 10 Most Popular Perfit Automations from
Integrately Community

Just click on the workflow you want to automate

Create Perfit contact for new WordPress user

Create Perfit contact for new CompanyHub record

Create Perfit contact for new Salesforce record

Create Perfit contact for new Notion database item

Create Perfit contact for new Stackby row

Create Perfit contact for new WordPress user

Create Perfit contact for new CompanyHub record

Create Perfit contact for new Salesforce record

Create Perfit contact for new Notion database item

Create Perfit contact for new Stackby row

Create Perfit contact for new Quickblog user

Create Perfit contact for new Assembla ticket

Create Perfit contact for new Billsby order

Create Perfit contact for new Groove user

Create Perfit contact from new Thinkific contact

Create Perfit contact for new Quickblog user

Create Perfit contact for new Assembla ticket

Create Perfit contact for new Billsby order

Create Perfit contact for new Groove user

Create Perfit contact from new Thinkific contact

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popular

01

Create Salesforce contact for new Elementor Forms form submission

02

Send Telegram message for new Salesforce record

03

Create Microsoft To-Do task for new Salesforce task

04

Create Salesforce opportunity for new Zoho Desk ticket

05

Create Salesforce record for new ManyChat external request

cloud

app integration

06

Create Salesforce contact for new Google Sheets row

07

Create Salesforce record for new Google Sheets row

08

Send WATI message for new Salesforce record

09

Create Google Calendar event for new Salesforce record

10

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

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3

Automation is ready

Setup an action from Trello

Connect Perfit + Salesforce Now

In Just 1 Click!

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in $19.⁹⁹

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