Accountable CRM + Salesforce

Accountable CRM + Salesforce integrations

Create or update contacts in Accountable CRM when new contacts are added in Salesforce

Streamline your work process by connecting Salesforce with Accountable CRM. Whenever a new contact is added in Salesforce, this workflow will immediately ensure that the same contact information is mirrored in Accountable CRM. This proven strategy not only saves time but also helps maintain consistent contact data across both your Salesforce and Accountable CRM platforms.

When this happens...
New ContactTriggers when a new Contact is created.
TriggerPolling
automatically do this!
Create or Update ContactCreates or updates a contact in the 90-Day Sales platform.
ActionWrite

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More things you can do with Salesforce and Accountable CRM

Discover other triggers and actions you can use with Salesforce and Accountable CRM

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Activity
Triggers when a new activity is created in the 90-Day Sales platform.
Trigger
Instant
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New Follow-Up
Triggers when a follow-up is created in the 90-Day Sales platform.
Trigger
Instant
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New Sale
Triggers when a sale is created in the 90-Day Sales platform.
Trigger
Instant
Try It
- Activity Type
  Required
- Contact
Action
Write
- Contact
  Required
Action
Write
- Contact
  Required
Action
Write
Create Task
Creates a new task in the 90-Day Sales platform.
Action
Write
- Email Address
  Required
- Contact
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New or Updated Contact
Triggers when a contact is created or updated in the 90-Day Sales platform.
Trigger
Instant
Try It
New Note
Triggers when a note is created in the 90-Day Sales platform.
Trigger
Instant
Try It
New Task
Triggers when a task is created in the 90-Day Sales platform.
Trigger
Instant
Try It
- Contact
Action
Write
- Contact
  Required
Action
Write
- Contact
Action
Write
- Email Address
  Required
Action
Search

About Accountable CRM

Manage your customer relationships and streamline marketing efforts with Accountable CRM, your all-in-one solution for effective communication and organization.

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CRM (Customer Relationship Management)

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About Salesforce

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