Salesforce + Solo

Salesforce + Solo integrations

Create new Solo customers from new Salesforce outbound messages

Effortlessly streamline your customer relationship management process with this setup. When a new outbound message is sent from Salesforce, a new customer is instantly created in Solo. This practical workflow enables you to maintain a comprehensive and up-to-date customer database in Solo, without extra manual tasks. Enjoy the synergy of Salesforce and Solo working together for more organized communication with potential customers.

When this happens...
New Outbound MessageTriggers when a new outbound message is received in Salesforce.
TriggerInstant
automatically do this!
Create CustomerCreates a Customer
ActionWrite

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More things you can do with Salesforce and Solo

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

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
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Password
  Required
- Company Id
- Timezone Id
  Required
- SMS Opt-in
  Required
- Liscense Number
Action
Write
- Proposal Id
  Required
- Company Id
  Required
Action
Write
- User Id
  Required
- First Name
- Last Name
- Phone Number
- Email
- Password
- Timezone Id
- SMS Opt-in
- Liscense Number
Action
Write
- Attributes
Action
Search
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Attributes
Action
Search

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
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- User Id
- User Email
- Installer Company Id
- Lead Number
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address
  Required
- City
  Required
- State
  Required
- Zip
  Required
- Phone
  Required
- Annual Usage
  Required
- Utility Company
  Required
- Offset
- Notes
- Lat
- Lon
- Utility Id
- Request Proposal Manually
- Setter Id
- Appointment Date
- External Appointment Id/Acuity Id (optional feature)
- Usage Bill Url
- Skyline Realtime
- Proposal Type
- Company Custom
- Company Id
Action
Write
- Customer Id
  Required
- Company Id
  Required
Action
Write
- Company Id
- Customer ID
  Required
- Installer Company ID
  Required
- Lead Number
- Email
- First Name
- Last Name
- Address
- City
- State
- Zip
- Phone
- Utility Company
- Offset
- Lat
- Lon
- Utility ID
- Appointment Date
- Setter ID
- Acuity ID (optional feature)
Action
Write
- Attributes
- Offset
- Limit
- Id
- Phone
- Email
- State
- Company Id
Action
Search
- Attributes
Action
Search
- Attributes
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Id
Action
Search

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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About Solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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