Salesforce + Workiom Integration

Connect Salesforce to Workiom in 1 click

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Popular Salesforce + Workiom Workflows

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Workiom + Salesforce Integration

Create Salesforce record for new Workiom record

Spreadsheets are an essential tool for organizing and analyzing data. However, many users find that they need to use multiple spreadsheets to integrate their data fully. There are many reasons to do so.

For example, a user might want to store data from different sources in different spreadsheets to keep the data organized and easy to find. Additionally, a user might want to record different types of data in separate spreadsheets to make the data more manageable.

This is where this Workiom - Salesforce integration comes in handy. It automatically creates a new record in a Salesforce whenever a new record is added to in Workiom. This would save businesses the time and effort of manually adding new data to their spreadsheets.
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Workiom + Salesforce Integration

Create Salesforce contact for new Workiom record

Automatically creating Salesforce contact records for new Workiom 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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Salesforce + Workiom Integration

Create Workiom record for new Salesforce record

Spreadsheets are an essential tool for organizing and analyzing data. However, many users find that they need to use multiple spreadsheets to integrate their data fully. There are many reasons to do so.

For example, a user might want to store data from different sources in different spreadsheets to keep the data organized and easy to find. Additionally, a user might want to record different types of data in separate spreadsheets to make the data more manageable.

This is where this Salesforce - Workiom integration comes in handy. It automatically creates a new record in a Workiom whenever a new record is added to in Salesforce. This would save businesses the time and effort of manually adding new data to their spreadsheets.
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Salesforce + Workiom Integration
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
  • Workiom
    Record is created in Workiom Instant
  • Workiom
    Record is updated in Workiom Instant
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Workiom
    Get record by ID in Workiom
  • Workiom
    Search multiple records in Workiom
  • Workiom
    Create record in Workiom
  • Workiom
    Update record in Workiom
  • Workiom
    Search record in Workiom
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