Apps

Salesforce

CRM software solutions and enterprise cloud computing

Settings

Salesforce account

An account you connect

Action

Pick one

Creates a new lead.

  • Add Contact to Campaign
  • Add Lead to Campaign
  • Batch Upsert (Advanced)
  • Bulk Upsert (Advanced)
  • Create Case
  • Create Contact
  • Create Lead
  • Create Note
  • Create Opportunity
  • Create Record
  • Create Task
  • Delete Opportunity
  • Delete Record
  • Export Report
  • Find Child Records
  • Find Record
  • Find Records by Query (Advanced)
  • Run Query (Advanced)
  • Run Report
  • Send Email
  • Update Contact
  • Update Lead
  • Update Record

Run it

Pick one

One call for each item that reaches this block, at most 500 a run.

  • Once per item
  • Once per run

Inputs

A setting

Type a value, or put {{field}} to fill one in from each item, e.g. {{name}}, {{city}}, {{lat}}, or {{map}} for a map link.

Templates that use it

  • New outlets to CRM: New restaurants and cafes as leads in your CRM every morning, with a brief for the reps.

Industries that use it

FMCG & distribution

Try it

Build a flow with Salesforce on the home page, no account needed, or book a call. Try it live