Privyr + Salesforce Integration

Connect Privyr to Salesforce in 1 click

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1.
  • 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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Ready Workflows Ready Workflows   for Privyr + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Salesforce + Privyr Integration

Create Privyr contact for new Salesforce contact

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 Salesforce - Privyr integration, anytime a new Salesforce contact is created, an Privyr 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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Salesforce + Privyr Integration

Create Privyr contact for new Salesforce record

Automatically creating Privyr contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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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?
Automations

Top 10 Most Popular Privyr Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Privyr logo
Create Privyr contact for new WordPress user
Quickblog logo
Privyr logo
Create Privyr contact for new Quickblog user
Instamojo logo
Privyr logo
Create Privyr contact from new Instamojo payment
Stripe logo
Privyr logo
Create Privyr contact from new Stripe charge
Authorize.Net logo
Privyr logo
Create Privyr contact from new Authorize.Net transaction
WordPress logo
Privyr logo
Create Privyr contact for new WordPress user
Quickblog logo
Privyr logo
Create Privyr contact for new Quickblog user
Instamojo logo
Privyr logo
Create Privyr contact from new Instamojo payment
Stripe logo
Privyr logo
Create Privyr contact from new Stripe charge
Authorize.Net logo
Privyr logo
Create Privyr contact from new Authorize.Net transaction
Shoprocket logo
Privyr logo
Create Privyr contact from new Shoprocket customer
Activate
Systeme.io logo
Privyr logo
Create Privyr contact for new Systeme.io contact
Activate
Teachworks logo
Privyr logo
Create Privyr contact for new Teachworks student
Umso logo
Privyr logo
Create Privyr contact for new Umso contact
LinkedIn Ads logo
Privyr logo
Create Privyr contact for new LinkedIn Ads contact
Shoprocket logo
Privyr logo
Create Privyr contact from new Shoprocket customer
Activate
Systeme.io logo
Privyr logo
Create Privyr contact for new Systeme.io contact
Activate
Teachworks logo
Privyr logo
Create Privyr contact for new Teachworks student
Umso logo
Privyr logo
Create Privyr contact for new Umso contact
LinkedIn Ads logo
Privyr logo
Create Privyr contact for new LinkedIn Ads 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
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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Want to automate something else in your workflow?

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

Privyr
Privyr
Privyr is a mobile-centric CRM tailored for sales & marketing professionals. It helps manage your online leads, engage with personalized content, and supercharge your sales. With instant alerts & easy follow-ups, your leads are always at your fingertips.
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.