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Agillic + Salesforce Integrations

How to connect Agillic + Salesforce

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Supported triggers and actions

What does this mean?
  • Agillic triggers, actions, and search
    Achieve Event
    Achieves an Agillic Event for a specific Recipient. The event achieved can have various side-effects, configured in your Agillic Instance.
    Action
    Write
  • Agillic triggers, actions, and search
    Update or Create Recipient
    Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.
    Action
    Write
  • Agillic triggers, actions, and search
    Find and Get Recipient
    Query Agillic to see if the recipient exists, and return the available Person Data for that recipient if they do.
    Action
    Search
  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    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.).
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce

    Adds an existing file to an existing Record.

    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 File (max 25MB).

    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

    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

    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 Agillic + Salesforce Integrations Work

  1. Step 1: Authenticate Agillic 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.
Connect apps
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About Agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.

Related categories

  • Marketing Automation
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About Salesforce

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

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