PheedLoop + Salesforce Integrations
How to connect PheedLoop + Salesforce
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New AttendeeTriggers when a new Attendee is created for a specific event.Trigger- Updated AttendeeTriggers when an existing Attendee is updated for a specific event.Trigger
- Deleted AttendeeTriggers when an Attendee is deleted/removed from your chosen event.Trigger
- New RegistrationTriggers when a new registration is created for your chosen event.Trigger
- New Ticket PurchaseTriggers when a new ticket is purchased for your chosen event.Trigger
- Create AttendeeCreates an Attendee for the specified event. If an existing Attendee is using the email specified in this action, then the existing Attendee will be updated with the fields used here (so this Create can also act like an Update).Action
- Delete AttendeeDeletes/removes the specified Attendee from the chosen event.Action
- Update AttendeeUpdates an existing Attendee that is part of your Organization.Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
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.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
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 lead in Salesforce.
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
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 PheedLoop + Salesforce Integrations Work
- Step 1: Authenticate PheedLoop 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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