Veem + Salesforce Integrations
How to connect Veem + Salesforce
Zapier lets you send info between Veem and Salesforce automatically—no code required.
Popular Veem + Salesforce workflows
Request payments in Veem whenever new sales orders are activated in Salesforce
Request payments in Veem whenever new sales orders are activated in SalesforcePremiumAdd new QuickBooks Online contacts to SalesForce and Veem
Add new QuickBooks Online contacts to SalesForce and VeemPremium
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Do Even More with Veem + Salesforce
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Veem + Salesforce workflows do more for them.
Zapier users love adding QuickBooks Online to their workflows
Add new QuickBooks Online contacts to SalesForce and Veem
Add new QuickBooks Online contacts to SalesForce and VeemPremium
Updated Inbound Payment StatusTriggers when an inbound payment is updated to a specific status.Trigger- Updated Outbound Payment StatusTriggers when an outbound payment is updated to a specified status.Trigger
- Create ContactCreates a contact.Action
- Request PaymentRequests a payment.Action
- Send PaymentSends a payment. If an attachment is required, the payment will be created as a draft.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
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
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 Veem + Salesforce Integrations Work
- Step 1: Authenticate Veem 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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