Rossum + Salesforce Integration

Connect Rossum to Salesforce in 1 click

Integrate Rossum + Salesforce For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Rossum + Salesforce Workflows

Create Rossum document for new Salesforce opportunity

Salesforce + Rossum Integration

Activate

Create Rossum document from new Salesforce record

Salesforce + Rossum Integration

Activate

1of1

Create Your Own Rossum & Salesforce Integration Without Any Code

Create Custom Workflow

Annotation status changed in Rossum Instant
Annotation content exported in Rossum Instant
Annotation content initialized in Rossum 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

Upload Document in Rossum
Export confirmed documents in Rossum
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 Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Rossum & 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 Rossum or Salesforce With 1200+ Other Apps

Rossum reads, analyzes and interprets complex data from any business document. It eliminates the need for hours spent on manual data entry and delivers a complete set of data within seconds.

See Rossum 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