Salesforce + Smoove

Salesforce + Smoove integrations

Create new Salesforce records whenever Smoove automation triggers occur

Initiate a seamless workflow that, when a particular event occurs in Smoove, a new record is instantly created in Salesforce. Save valuable time and ensure important data is captured efficiently. Simplify your customer relationship management process by linking Smoove events to Salesforce for quick, accurate record creation.

When this happens...
Automation TriggerTriggers when an automation action is called.
TriggerPolling
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Smoove and Salesforce

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

New Form Created
Triggers when a new form is created.
Trigger
Polling
Try It
- Form
  Required
Trigger
Polling
Try It
New Subscriber
Triggers when a new subscriber is added.
Trigger
Polling
Try It
- List internal name
  Required
- List description
- Allow to Unsubscribe
- Show to contacts
- Public list name
- Public list description
- Open for subscriptions
Action
Write
- Identify By
  Required
- Identify Value
  Required
- Unsubscribe Reason
  Required
Action
Write

- By
  Required
- Query
  Required
- Subscribe to Lists
  Required
- Unsubscribe From Lists
- Update if Subscriber Exists?
  Required
- Restore From Recycle Bin?
  Required
- Restore if Unsubscribed?
  Required
- Can Receive Emails
- Can Receive Sms
- External ID
- Email
- Cellphone
- First Name
- Last Name
- Date of Birth
- Country
- City
- Address
- Phone
- Company Name
- Position
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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 List Created
Triggers when a new list is created.
Trigger
Polling
Try It
- Automation Actions
  Required
Trigger
Polling
Try It
- Seniority Level (In Days)
  Required
Trigger
Polling
Try It
- Subscribe to Lists
  Required
- Unsubscribe From Lists
- Update if Subscriber Exists?
  Required
- Restore From Recycle Bin?
  Required
- Restore if Unsubscribed?
  Required
- Can Receive Emails
- Can Receive Sms
- External ID
- Email
- Cellphone
- First Name
- Last Name
- Date of Birth
- Country
- City
- Address
- Phone
- Company Name
- Position
Action
Write
- By
  Required
- Query
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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About Smoove

smoove is an all-in-one tool for marketing automation, including email, SMS, WhatsApp channels, landing page builder, and more.