Channlworks + Salesforce

Create Salesforce records (UTC) for new opportunities from insights in Channlworks

Automatically create Salesforce records (UTC) whenever new opportunities are identified from insights in Channlworks. This Zap ensures that all opportunities discovered in Channlworks Insights are automatically added to Salesforce, enabling timely and effective follow-up. Streamline your sales process and enhance efficiency with this seamless integration.

When this happens...
New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
TriggerPolling
automatically do this!
Create Record (UTC)
Creates a new record of a specified Salesforce object. Dates use the UTC format.
ActionWrite

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Supported triggers and actions

New Customer Account
Triggers when new customer account is added.
Trigger
Polling
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New Customer Contacts Activity
Triggers for customer contacts logs
Trigger
Polling
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New Lead Activity
Triggers whenever there’s a new activity update from any lead.
Trigger
Polling
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New Opportunity Activity
Triggers whenever there’s a new activity update from any opportunity.
Trigger
Polling
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New Organization Contacts Activity
Triggers for organization contacts logs
Trigger
Polling
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New Organization Account
Triggers when new organization account is added.
Trigger
Polling
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New Lead From Insights
Triggers when new lead appears on lead insights.
Trigger
Polling
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New Opportunity From Insights
Triggers when new opportunity appears on opportunity insights.
Trigger
Polling
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New Receivable Payable
Triggers when new receivable payable is added where user is a stakeholder in.
Trigger
Polling
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- Account NameRequired
- WebsiteRequired
- Number of Employees
- Address
- Phone Number
Action
Write
- Account IDRequired
- NameRequired
- Work EmailRequired
- Phone Number
- Role
Action
Write
- Opportunity IDRequired
- Brief DescriptionRequired
- Approver
Action
Write
- Contact IdRequired
- Name
- Phone Number
- Role
Action
Write
- Opportunity IDRequired
- Stage
- Expected Value
- Expected Volume
- Expected Win Date
- Contract Start Date
- Contract End Date
Action
Write
- Contact IdRequired
- Phone Number
- Role
Action
Write
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- 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 UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL QueryRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Customer Accounts Activity
Triggers for customer accounts logs
Trigger
Polling
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New Lead
Triggers when new lead is added where user is a stakeholder in.
Trigger
Polling
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New Opportunity
Triggers when new opportunity is added where user is a stakeholder in.
Trigger
Polling
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New Organization Accounts Activity
Triggers for organization accounts logs
Trigger
Polling
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New Customer Contact
Triggers when new customer contact is added.
Trigger
Polling
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New Organization Contact
Triggers when new organization contact is added.
Trigger
Polling
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New MDF Request
Triggers when a new MDF request is added where user is a stakeholder in.
Trigger
Polling
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New POV Request
Triggers when new POV request is added where user is a stakeholder in.
Trigger
Polling
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- Lead IDRequired
- NameRequired
- DetailsRequired
- StageRequired
- Expected Value CurrencyRequired
- Expected ValueRequired
- Expected QuantityRequired
- Expected Win DateRequired
- Contract Start Date
- Contract End Date
Action
Write
- ModuleRequired
- Module Reference IDRequired
- HeaderRequired
- ContentRequired
- Discussion Date
- Participants
Action
Write
- Lead NameRequired
- Owner NameRequired
- Owner EmailRequired
- Approver NameRequired
- Approver EmailRequired
- Account NameRequired
- WebsiteRequired
- SourceRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- Expected Lead Value CurrencyRequired
- Expected Lead ValueRequired
Action
Write
- Account IDRequired
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Lead IDRequired
- Owner Email
- Source of Lead
- Expected Lead Value
Action
Write
- Account IDRequired
- Owner Email
- Number of Employees
- Phone Number
Action
Write
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
- Search attribute nameRequired
- Search attribute valueRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Channlworks

Channlworks is a SaaS-based alliance management platform that simplifies multi-alliance management, enabling seamless communication and collaboration.

Related categories

Sales & CRM

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Salesforce records (UTC) for new Channlworks Insights leads

Create leads in Channlworks for new records in Salesforce

Channlworks + Salesforce

Create Salesforce records (UTC) for new opportunities from insights in Channlworks

New Customer Account

New Customer Contacts Activity

New Lead Activity

New Opportunity Activity

New Organization Contacts Activity

New Organization Account

New Lead From Insights

New Opportunity From Insights

New Receivable Payable

Create Customer Account

Create Customer Contact

Create POV Request

Update Customer Contact

Update Opportunity

Update Organization Contact

Find Customer Contact

Find Opportunity

Find Organization Contact

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Custom SOSL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Customer Accounts Activity

New Lead

New Opportunity

New Organization Accounts Activity

New Customer Contact

New Organization Contact

New MDF Request

New POV Request

Convert Lead to Opportunity

Create ChannlNote

Create Lead

Update Customer Account

Update Lead

Update Organization Account

Find Customer Account

Find Lead

Find Organization Account

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About Channlworks