Ratecard + Salesforce Integrations
How to connect Ratecard + Salesforce
Zapier lets you send info between Ratecard and Salesforce automatically—no code required.
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Popular Ratecard + Salesforce workflows
Ask for feedback via Ratecard after deals are won in Salesforce
Ask for feedback via Ratecard after deals are won in SalesforcePremiumAsk for feedback via Ratecard for new Salesforce contacts
Ask for feedback via Ratecard for new Salesforce contactsPremiumReport new feedback received via Ratecard back into Salesforce by updating custom objects
Report new feedback received via Ratecard back into Salesforce by updating custom objectsPremiumReport new feedback received via Ratecard back into Salesforce as notes
Report new feedback received via Ratecard back into Salesforce as notesPremiumAsk for feedback via Ratecard after new opportunities are lost in Salesforce
Ask for feedback via Ratecard after new opportunities are lost in SalesforcePremiumAsk for feedback via Ratecard after new leads are added in Salesforce
Ask for feedback via Ratecard after new leads are added in SalesforcePremium
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New FeedbackTriggers when new feedback is received for a form. Note: If the feedback requires verification before publishing, this will trigger after it's been verified.Trigger- Create or Update ContactCreates a new contact or updates an existing contact.Action
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers 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.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.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 Ratecard + Salesforce Integrations Work
- Step 1: Authenticate Ratecard 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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