Repsly + Salesforce

Add new Salesforce accounts to Repsly as clients

Do your field reps need access to Salesforce accounts? Try this Salesforce Repsly integration to automatically create a Repsly client from a new account in Salesforce. Now your field reps have easy access to clients everywhere.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Client
Creates a new client.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Client Status Change
Triggers when a client status is updated.
Trigger
Polling
Try It
- Choose a FormRequired
Trigger
Polling
Try It
New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Polling
Try It
New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Polling
Try It
New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Polling
Try It
New Workday Start
Triggers when representative starts a new workday.
Trigger
Polling
Try It
- CodeRequired
- NameRequired
- Product Group Code
- Product Group Name
- ActiveRequired
- Tag
- Unit PriceRequired
- Ean
- Note
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Choose an AuditRequired
Trigger
Polling
Try It
New Client With Details
Triggers when a new client is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
New Schedule
Triggers when a new schedule is created.
Trigger
Polling
Try It
New Visit Start
Triggers when a new visit is created.
Trigger
Polling
Try It
New Workday End
Triggers when representative ends a workday.
Trigger
Polling
Try It
- CodeRequired
- NameRequired
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write

About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.