Salesforce + Smoove Integration

Integrate Salesforce to Smoove in one click, or tell Integrately AI how you want each lead handled. Capture and qualify leads, update your CRM records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated 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
  • Smoove
    Lead is captured in Smoove
  • Smoove
    Subscriber is created in Smoove
  • Smoove
    List is created in Smoove
  • Smoove
    Subscriber reached seniority in Smoove
  • Smoove
    Form is created in Smoove
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Ready Workflows Ready Workflows for Salesforce + Smoove Integration

Capture leads, sync subscriber lists, keep records updated, notify your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Smoove + Salesforce Integration

Create Salesforce record for new Smoove lead

When you receive a new Smoove lead, automatically a record is created for you with the responses from Smoove in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Smoove + Salesforce Integration

Create Salesforce opportunity for new Smoove lead

Integrating your Salesforce with your Smoove, can help you automatically create new opportunitys based on leads recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Smoove - Salesforce integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Salesforce + Smoove Integration

Create Smoove contact for new Salesforce record

Are you tired of manually creating Smoove contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Smoove 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 Smoove {{action.Contact} creation!
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Smoove + Salesforce Integration

Create Salesforce task for new Smoove lead

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new Smoove leads received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new Smoove lead received today - your customers will thank you for it!
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Connect more apps to your Salesforce + Smoove flow

Sync your subscriber data to email tools, collect extra details through forms, and notify your sales team instantly. Pick a combination and activate it in one click.

Salesforce
Smoove
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HubspotHubspot (5)
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MailchimpMailchimp (4)
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TypeformTypeform (4)
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CalendlyCalendly (4)
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StripeStripe (4)
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SlackSlack (4)
S
S
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Add every new Salesforce contact as a Smoove subscriber, and create a matching contact in HubSpot.
New Salesforce contacts appear in Smoove as subscribers instantly while HubSpot records every profile, eliminating manual copy-pasting.
S
S
H
When a lead is captured in Smoove, update the lead record in Salesforce and create a task in HubSpot.
Smoove lead captures instantly update Salesforce records and schedule follow-up tasks in HubSpot.
S
S
H
If a Salesforce contact update matches enterprise criteria, add the subscriber in Smoove and create a deal in HubSpot.
High-value Salesforce updates automatically trigger Smoove subscriber additions and HubSpot deal creation.
S
S
H
Use Claude to summarise every new Smoove subscriber profile, update the Salesforce record, and create a HubSpot task.
Claude analyses new Smoove subscriber data before updating Salesforce records and scheduling HubSpot follow-ups.
S
S
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When a Salesforce lead is updated, add the subscriber in Smoove, create a HubSpot contact, and notify your team on Slack.
Updated Salesforce leads instantly sync to Smoove and HubSpot while posting alerts to Slack.

Supported triggers and actions for Salesforce and Smoove

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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Smoove
Smoove Triggers & Actions
Lead is captured in Smoove
Triggers the automation when a new lead is captured
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Subscriber is created in Smoove
Triggers the automation when a new subscriber is added
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List is created in Smoove
Triggers the automation when a new list is created
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Subscriber reached seniority in Smoove
Triggers the automation when a subscriber reaches seniority
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Form is created in Smoove
Triggers the automation when a new form is added
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Add or Update Subscriber in Smoove
Adds or update a subscriber in the email marketing list
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Search contact in Smoove
Finds and retrieves contact information
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Unsubscribe a contact in Smoove
Removes a contact from a mailing list
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Create a new list in Smoove
Creates a new mailing list
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What can you automate with Salesforce + Smoove?

Connect your CRM data and marketing campaigns to eliminate manual entry and keep customer records synchronized across both platforms.

What you can automate?
🔄
Sync Salesforce contacts to Smoove automatically
Create a Smoove subscriber whenever a Salesforce contact is created to keep your email lists instantly updated without manual data entry.
📝
Capture every form field and subscriber attribute
Map complete subscriber details and custom fields from Smoove directly into Salesforce records instead of just basic contact info.
🔔
Alert your sales team the moment a lead converts
Send instant notifications to your team whenever a high-value subscriber or lead engages with your Smoove campaigns.
🔀
Route leads based on submitted data
Send enterprise leads to priority Salesforce queues and standard subscribers to regular nurture lists automatically.
📋
Keep contact records synchronized across platforms
Update existing Salesforce records whenever subscriber behavior, contact details, or engagement status changes in Smoove.
🛡️
Prevent duplicate records with smart matching
Automatically match existing records in Salesforce and Smoove to update information rather than creating duplicate entries.
Manage subscriber status changes in real time
Update Salesforce opportunities when subscribers unsubscribe or reach specific seniority milestones in Smoove.
🔌
Connect your workflow to third-party tools
Trigger Slack messages, HubSpot tasks, or Mailchimp updates automatically as part of your Salesforce and Smoove automation pipeline.
And much more...

Who is Salesforce + Smoove integration for?

Sales teams and marketers managing customer relationships and automated campaigns benefit by eliminating manual data entry between platforms and keeping subscriber lists instantly updated.

Performance marketers
Performance marketers
Sales reps
Sales reps
Client success managers
Client success managers
Marketing operations leads
Marketing operations leads
Account executives
Account executives
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns in Smoove but your Salesforce records only update when someone manually exports data, so your pipeline numbers are always a few hours behind — with this integration, every new lead lands in both systems instantly and your data stays current.
Sales reps
You need to follow up with inbound leads the moment they show interest, but waiting on manual list syncs means you find out about prospects too late — with this integration, every Smoove submission triggers instant updates in Salesforce so you can call immediately.
💼
Client success managers
You answer to stakeholders who want real-time visibility into customer onboarding and engagement history, but scattered data leads to blind spots — with this integration, every contact and subscriber state stays fully synchronized across both platforms.
📊
Marketing operations leads
The volume of leads and subscribers is too high for anyone to keep up by hand, leading to broken data and missed follow-ups — with this integration, every record moves automatically without human bottlenecks.
🎯
Account executives
You own the closing stage and depend on marketers upstream to hand over qualified leads, but manual handoffs cause delays — with this integration, qualified Smoove leads appear directly in Salesforce as ready opportunities.
🗂️
CRM administrators
You need a reliable customer history and keep finding gaps caused by disconnected forms and messaging tools — with this integration, every interaction is logged accurately between Salesforce and Smoove.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce + Smoove

Build and manage your Salesforce + Smoove automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Smoove with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to Smoove?
Frequently Asked Questions
You can connect Salesforce to Smoove in 1-click using ready templates on Integrately. Choose from automated workflows or ask Integrately AI to build custom multi-step integrations with Hubspot, Slack, and 1,500+ other apps.
Can I automatically sync Salesforce leads to Smoove subscribers?
Frequently Asked Questions
Can I connect Salesforce, Smoove, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Smoove?
Frequently Asked Questions
How does Salesforce handle updated contact fields in this integration?
Frequently Asked Questions
How does Smoove handle new subscriber creation?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Salesforce and Smoove integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Smoove With 1500+ Other Apps

Salesforce
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