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Increase goal metrics in Koan with new records in Salesforce

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Increase Goal Metric

Effortlessly translate the number of new opportunities you're tracking in Salesforce into key results in Koan. Use this integration to automatically increase the number in your Koan goal metric as soon as a new record of a specified valued is created in Salesforce.

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Connect Koan + Salesforce in Minutes

It's easy to connect Koan + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

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.).

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

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