RepMove + Salesforce

RepMove + Salesforce integrations

Create RepMove accounts or prospects from new Salesforce records

Keep your sales team up-to-date on the RepMove app whenever new data is added to Salesforce. Automate workflows like new account and prospect creation from Salesforce to RepMove.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create or Update Account or ProspectCreate or update an account
ActionWrite

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More things you can do with Salesforce and RepMove

Discover other triggers and actions you can use with Salesforce and RepMove

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
All Users
Triggers when a new user is added to your company.
Trigger
Polling
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- Account ID
  Required
Trigger
Polling
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New Note
Triggers when a new note is created.
Trigger
Polling
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Update Account/Prospect
Triggers when an account/prospect is updated.
Trigger
Polling
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Update Contact
Triggers when a contact is updated.
Trigger
Polling
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- Reference (By Default Account ID)
  Required
- Text
  Required
Action
Write
- User Email
  Required
- Reference (By Default Account ID)
  Required
- Description
- Start Date. Example: (06/06/2023)
- Start Time. Example: (01:00)
- End Date. Example: (06/07/2023)
- End Time. Example: (02:00)
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Account/Prospect
Triggers when a new account/prospect is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Account ID
  Required
Trigger
Polling
Try It
- Reference (By Default Account ID)
- Contact Name
  Required
- Position
- Address
- Address Lat
- Address Lng
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
- Phone 6
- Comment 1
- Comment 2
- Comment 3
- Comment 4
- Comment 5
- Comment 6
- Email 1
- Email 2
- Email 3
- Email 4
- Email 5
- Email 6
Action
Write
- User Email(s) Example: email@test.com, email2@test.com
  Required
- Reference (By Default Account ID)
- Account/Prospect Name
  Required
- Category
  Required
- Type
  Required
- Account Info
- Address
- Address Lat
- Address Lng
- Website
- Email
- Phone Number
- Extension
- Tags
- Source
Action
Write
- User Email
Action
Search

About RepMove

RepMove empowers sales reps and sales teams to become more effective in planning their daily activities with daily sales route mapping and detailed account & contact organization.

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Sales & CRM

About Salesforce

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CRM (Customer Relationship Management)

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