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Clust + Salesforce Integrations

How to connect Clust + Salesforce

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Supported triggers and actions

What does this mean?
    • Template

      Trigger only applications related to the following template.

    Trigger
    Scheduled
    Try It
    • Template

      Trigger only applications related to the following template.

    Trigger
    Scheduled
    Try It
    • Template

      Trigger only applications related to the provided template.

    Trigger
    Scheduled
    Try It
    • Template NameRequired

      Enter the template you will like to use

    • Recipient First NameRequired

    • Recipient Last NameRequired

    • Recipient EmailRequired

    • Recipient Phone

    • Recipient Company

    • Recipient custom info

      Custom field if defined in template

    • Notify recipientRequired

      If yes, the the recipient will be notified by email.

    • Owner Email

      Specify the email of the owner of the created application (optional)

    • Internal reference

      Reference used internally in your team

    • Tags

      Enter the list of tags (comma-separated)

    Action
    Write

How Clust + Salesforce Integrations Work

  1. Step 1: Authenticate Clust 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

Salesforce Tutorials

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About Clust

Receive online applications easily through a branded client portal and manage them from a robust web-app with Clust.

Related categories

  • Documents
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