Gearplug
English
SpanishEnglish
English
SpanishEnglish
  • ☁️Welcome to GearPlug!
  • Overview
    • 🤔How does GearPlug work?
    • 🔌Plugs
    • ⚙️Gears
    • 🪙Credits
  • Create workflows
    • ➡️Set up your Plugs
    • 🤖Turn your Plugs into Gears
    • 👨‍💻Set up your data template
      • Data types
    • 👌Turn on your Gear
  • Set up your integrations
    • Bitrix24
      • Create your Bitrix24 connection
      • Source actions
        • Read new register
      • Target actions
        • Create register
    • HubSpot
      • Create your HubSpot connection
      • Source actions
        • Get new company
        • Get new deal
        • Get new contact
      • Target actions
        • Create deal
        • Create company
        • Create contact
        • Add contact to list
        • Add contact to workflow
    • Facebook Ads
      • Create your Facebook Ads connection
      • Facebook Leads (source)
      • Facebook Ads Insights (source)
    • MailChimp
      • Create your MailChimp connection
      • Source actions
        • New subscriber
        • New unsubscribe
      • Target actions
        • New subscriber
        • Unsubscribe record from list
      • MailChimp Transactional
        • Create your MailChimp Transactional connection
    • Google Spread Sheets
      • Create your Google Spread Sheets connection
      • Source actions
        • Get data from a row
      • Target actions
        • Insert a new row
    • Typeform
      • Create your Typeform connection
      • Source actions
        • New answer received
    • Agile CRM
      • Create your Agile CRM connection
      • Source actions
        • Get new contact
        • Get new company
        • Get new event
        • Get new deal
        • Get new task
      • Target actions
        • Create contact
        • Create company
        • Create event
        • Create deal
        • Create task
    • Excel
      • Create your Excel connection
      • Source actions
        • Get data from a row
      • Target actions
        • Insert a new row
    • ActiveCampaign
      • Create your ActiveCampaign connection
      • Source actions
        • Get new contact
        • New subscriber
        • Get unsubscribed contact
        • Get new deal
        • New deal task created
        • Get deal updated
        • Get completed deal task
      • Target actions
        • Create a new contact
        • Subscribe new contact
        • Unsubscribe contact from list
        • Create a new deal
        • Create a note to contact
        • Add a contact to an automation
    • Outlook Calendar
      • Set up your Outlook Calendar connection
      • Source actions
        • Get new event
      • Target actions
        • Create new event
    • Outlook Contacts
      • Set up your Outlook Contacts connection
      • Source actions
        • New contact created
      • Target actions
        • Create a new contact
    • Google Contacts
      • Create your Google Contacts connection
      • Source action
        • Get new contact
      • Target actions
        • Create contact
    • SugarCRM
      • Create your SugarCRM connection
      • Source actions
        • New record created
      • Target actions
        • Insert record into selected module
    • Mailrelay
      • Create your Mailrelay connection
      • Target actions
        • New subscriber
        • Unsubscribe
        • Send campaign
    • MessageBird
      • Create your MessageBird connection
      • Source actions
        • Contact created
      • Target actions
        • Create a new contact
      • MessageBird WhatsApp
        • Create your MessageBird WhatsApp connection
        • Target actions
          • Send template
          • Send media template
    • Alegra
      • Create your Alegra connection
      • Source actions
        • Get invoice
        • Get created contact
        • Get created item
      • Target actions
        • Create contact
        • Create item
    • SendinBlue
      • Create your SendinBlue connection
      • Source actions
        • Get contact created
      • Target actions
        • Create contact
    • Airtable
      • Create your Airtable connection
      • Source actions
        • Get record created
        • Get record updated
      • Target actions
        • Create record
        • Update record
    • Gmail
      • Create your Gmail connection
      • Target actions
        • Send a new email
    • Salesforce
      • Create your Salesforce connection
      • Source actions
        • New contact
        • New opportunity
        • New case
        • New lead
      • Target actions
        • Create lead
        • Create contact
        • Create case
        • Create opportunity
    • RD Station
      • Create your RD Station connection
      • Source actions
        • Get lead created
      • Target actions
        • New sale
        • Create lead
    • RD Station CRM
      • Create your RD Station CRM connection
      • Source actions
        • Get created contact
        • Get created deal
      • Target actions
        • Create contact
        • Create deal
    • Zoho CRM
      • Create your Zoho CRM connection
      • Source actions
        • New record created
      • Target actions
        • Insert a new record
    • Pipedrive
      • Create your Pipedrive connection
      • Source actions
        • Get new product
        • Get new deal
        • Get new organization
        • Get new person
        • Get new activity
      • Target actions
        • Create deal
        • Create note
        • Create organization
        • Create person
        • Create activity
    • WooCommerce
      • Create your WooCommerce connection
      • Source actions
        • Get customer
        • Get new order
        • Get new product
      • Target actions
        • Create customer
        • Create order
        • Create product
    • MailerLite
      • Create your MailerLite connection
      • Source actions
        • Subscriber created
        • Subscriber unsubscribed
        • Subscriber bounced
      • Target actions
        • Create subscriber
        • Unsubscribe subscriber
        • Add subscriber to group
    • ClickUp
      • Create your ClickUp connection
      • Source actions
        • New task
        • New task status
      • Target actions
        • Create task
    • Odoo CRM
      • Create your Odoo CRM connection
      • Source actions
        • Get new contact
      • Target actions
        • Create contact
    • Clientify
      • Create your Clientify connection
      • Source actions
        • Get contact
        • Get deal
      • Target actions
        • Create contact
        • Create deal
    • GetResponse
      • Create your GetResponse connection
      • Source actions
        • New contact
        • New list
      • Target actions
        • New subscriber
        • Unsubscribe record from list
        • Update contact
    • PostgreSQL
      • Create your PostgreSQL connection
      • Source actions
        • Get data row
      • Target actions
        • Insert row
        • Update row
    • MySQL
      • Create your MySQL connection
      • Source actions
        • Get data row
      • Target actions
        • Insert row
        • Update row
    • MariaDB
      • Create your MariaDB connection
      • Source action
        • Get data from a row
      • Target actions
        • Insert row
    • MongoDB
      • Create your MongoDB connection
      • Source actions
        • Get document
      • Target action
        • Create document
    • Notion
      • Create your Notion connection
      • Source actions
        • Get new item
      • Target actions
        • Create item
        • Update item
    • PrestaShop
      • Create your PrestaShop connection
      • Source actions
        • Get customer created
        • Get order created
        • Get cart abandoned
    • Trello
      • Create your Trello connection
      • Source actions
        • Get card created
        • Get comment created
        • Get checklist item created
        • Get label added
      • Target actions
        • Create card
        • Add label to card
        • Add comment to card
        • Add item to checklist
    • Siigo
      • Create your Siigo connection
      • Source actions
        • Get contact created
        • Get product created
        • Get order created
      • Target actions
        • Create order
        • Create contact
        • Create product
    • Zoom
      • Create your Zoom connection
      • Source actions
        • Get meeting created
      • Target actions
        • Create meeting
    • Intercom
      • Create your Intercom connection
      • Source actions
        • Get new lead
        • Get new conversation
        • Get new tag in user
        • Get new tag in conversation
      • Target actions
        • Create lead
        • Add tag to contact
        • Add note to contact
        • Create user
    • Gravity Forms
      • Create your Gravity Forms connection
      • Source actions
        • Get form entries
    • OutlookMail
      • Create your OutlookMail connection
      • Source actions
        • New email Received
      • Target actions
        • Send new email
    • Capsule
      • Create your Capsule connection
      • Source actions
        • Get new contact
        • Get new organization
        • Get new opportunity
      • Target actions
        • Create contact
        • Create organization
        • Create opportunity
        • Create task
    • Monetiza
      • Create your Monetiza connection
      • Source actions
        • Person created
        • New tag on person
    • Quickbooks
      • Create your Quickbooks connection
      • Source actions
        • Get created account
        • Get created customer
        • Get created invoice
      • Target actions
        • Create account
        • Create customer
        • Create invoice
    • LabsMobile
      • Create your LabsMobile connection
      • Target actions
        • Send SMS
    • Eventbrite
      • Create your Eventbrite connection
      • Source actions
        • Get new event created
        • Get order placed
        • Get order refunded
      • Target actions
        • Create new event
    • Magento
      • Create your Magento connection
      • Source actions
        • Get new product
        • Get new customer
        • Get new order
      • Target actions
        • Create customer
    • ManyChat
      • Create your ManyChat connection
      • Source actions
        • Get data
      • Target actions
        • Create subscriber
        • Add tag to subscriber
        • Update subscriber
    • Hotmart
      • Create your Hotmart connection
      • Source actions
        • Get cancelled subscription
        • Get changed plan
        • Get abandoned cart
        • Purchase completed
    • Tidycal
      • Create your Tidycal connection
      • Source actions
        • Get new bookings
        • Get new contacts
  • Popular integrations
    • Bitrix24 and Alegra
      • Create your Bitrix24 Plug
      • Create your Alegra Plug
      • Set up your Gear from Bitrix24 and Alegra
        • Bitrix24 (source)
        • Alegra (target)
      • Set up your Gear from Alegra to Bitrix24
        • Alegra (source)
        • Bitrix24 (target)
    • Facebook Ads and MailChimp
      • Create your Facebook Ads Plug
      • Create your MailChimp Plug
      • Set up your Gear from Facebook Ads to MailChimp
        • Facebook Ads (source)
        • MailChimp (target)
    • Facebook Leads and MySQL
      • Create your Facebook Leads Plug
      • Create your MySQL Plug
      • Set up your Gear from Facebook Leads to MySQL
        • Facebook Leads (source)
        • MySQL (target)
Powered by GitBook
On this page
  • As a source
  • As a target

Was this helpful?

  1. Set up your integrations

Salesforce

PreviousSend a new emailNextCreate your Salesforce connection

Last updated 1 year ago

Was this helpful?

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.

Can't see the action you need?

! Select "Suggest Action," tell us the action you need, and we'll evaluate how to add it.

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

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

Contact us