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Accelo + Salesforce Integrations

How to connect Accelo + Salesforce

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  • Accelo triggers, actions, and search
    Task Assigned
    Triggers when a task is assigned.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    New Request
    Triggers when a new request is created.
    Trigger
    Instant
  • Accelo triggers, actions, and search
    Create/Update Contact
    Creates a new contact or updates a contact if it already exists.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Request
    Creates a new request. If the request's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Sale
    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
    Action
    Write
  • Accelo triggers, actions, and search
    Create Timer
    Starts a new timer.
    Action
    Write
  • Accelo triggers, actions, and search
    Pause Timers
    Pauses any active timers.
    Action
    Write
  • Accelo triggers, actions, and search
    Lookup Webhook Resource
    Lookup a webhook's resource.
    Action
    Search
  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Accelo + Salesforce Integrations Work

  1. Step 1: Authenticate Accelo and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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