How to connect Innform + Salesforce
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Assignment Completed
Triggers when an assignment was completed.
Try ItOverdue Assignment
Triggers when an assignment is overdue.
Try ItUser Uuid or email
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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New User
Triggers when a new user is created.
Try ItFull NameRequired
EmailRequired
Mobile
Role
User Uuid or email
Salesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try It
How Innform + Salesforce Integrations Work
- Step 1: Authenticate Innform and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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