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Salesforce

Salesforce offers a powerful CRM platform to record and manage your contacts, leads, opportunities, and more. Integrating Salesforce into GearPlug lets you keep your records updated or send them to other apps.

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As a source

As a source, Salesforce offers 4 actions:

  • New contact: Extracts data from newly-created contacts in your account.

  • New opportunity: Extracts data from newly-created opportunities in your account

  • New case: Extracts data from newly-created cases in your account

  • New lead: Extracts data from newly-created leads in your account

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As a target

As a target, Salesforce offers 4 actions:

  • Create lead: Records new leads with information drawn from other apps.

  • Create contact: Records new contacts with information drawn from other apps

  • Create case: Records new case with information drawn from other apps

  • Create opportunity: Records new opportunities with information drawn from other apps

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