How to connect Salesforce + Front
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- 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
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.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
- Front
Triggers when a new comment is posted on a conversation.
Instant
Trigger
- Front
Triggers when criteria for a team rule is met.
Instant
Trigger
- Front
Triggers when a new message is received.
Instant
Trigger
- Front
Triggers when a message is sent (either a new message or a reply).
Instant
Trigger
- Front
Triggers when a tag is added to a conversation.
Instant
Trigger
- Front
Add a comment to a conversation
Scheduled
Action
- Front
Add Links to a Conversation
Scheduled
Action
- Front
Assign or unassign a conversation to a teammate.
Scheduled
Action
- Front
Creates a new Account.
Scheduled
Action
- Front
Creates a new contact.
Scheduled
Action
- Front
Create a new message draft
Scheduled
Action
- Front
Create a new draft reply to an existing conversation.
Scheduled
Action
- Front
Creates a new Link
Scheduled
Action
- Front
Imports a new message into Front.
Scheduled
Action
- Front
Returns all conversations that a Link is attached to.
Scheduled
Action
- Front
Remove Links from a conversation.
Scheduled
Action
- Front
Sends a message creating a new conversation.
Scheduled
Action
- Front
Replies to a conversation. This action is best used with a Front trigger. For example, auto-reply behavior could be setup by combining a "New Inbound Message" Front trigger with this action.
Scheduled
Action
- Front
Updates an existing Account.
Scheduled
Action
- Front
Updates an existing contact.
Scheduled
Action
- Front
Update the conversation status, assignee, inbox or tags.
Scheduled
Action
- Front
Update the name of a Link.
Scheduled
Action
- Front
Finds an existing Account
Scheduled
Action
- Front
Finds an existing contact.
Scheduled
Action
- Front
Finds an existing Account
Scheduled
Action
- Front
Finds an existing contact.
Scheduled
Action
How Salesforce + Front Integrations Work
- Step 1: Authenticate Salesforce and Front.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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