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Integrazioni Salesforce

Ottieni piena visibilità sui tuoi potenziali clienti, opportunità, team, account, campagne e attività di contatto sfruttando le migliori integrazioni Salesforce con gli agenti AI di Appy Pie.

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Scegli l'app con cui vuoi integrare Salesforce

Ecco un elenco di trigger e azioni Salesforce disponibili per le integrazioni Salesforce

Esplora i vari modi in cui puoi integrare Salesforce e automatizzare il tuo flusso di lavoro sfruttando questi trigger e azioni.

Come impostare le integrazioni Salesforce

Per iniziare a configurare le integrazioni Salesforce utilizzando Appy Pie Automate, segui i passaggi sottostanti:

  1. diagram

    Fare un passo 1: Iscriviti or Accedi

    Visita Appy Pie Automate e registrati oppure accedi se hai già un account.

  2. diagram

    Fare un passo 2: Seleziona App

    Selezionare Salesforce nella directory App e selezionare l'evento trigger desiderato.

  3. diagram

    Fare un passo 3: Connetti account

    Collega il tuo account Salesforce e autenticalo.

  4. diagram

    Fare un passo 4: Pronto per il grilletto

    La tua Salesforce è ora impostata per connettersi con numerose app supportate su Appy Pie Automate.

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Top 10 Salesforce Integrations For Sales, Marketing, and HR

Best Integrations for Salesforce

It’s hard to imagine customer relationship management without Salesforce CRM. It provides a structure and organization to the entire process and helps manage loads of other things like data, metrics, notes, and much more in a centralized platform.

A great way to boost the functionality of Salesforce is to integrate it with other applications and create automated workflows, which allow free movement of data and information between the platforms, reducing the need to re-enter data manually. This can be achieved with Appy Pie Automate, one of its most popular products along with its market-leading app builder, where you can easily integrate Salesforce with a host of external apps and do a lot more with ease. Here’s a list of some of the best Salesforce integrations that you can find on Connect:

  1. Salesforce And Microsoft Teams

    Enhance work efficiency with a dynamic integration between Salesforce and Microsoft Teams that lets you share updates and notifications and also set up meetings directly whenever a new event is triggered on Salesforce. These workflow automations can quickly help you save time and effort.

  2. Best Salesforce Microsoft Teams integrations

    • Share a notification on the Microsoft teams channel when the opportunity stage is changed on Salesforce
    • Send a message on the Microsoft teams channel whenever a new opportunity is created in Salesforce
    • Create meetings with Microsoft teams from the new lead in Salesforce
    • Add member in Microsoft teams when a new contact is made in Salesforce
  3. Salesforce And OneNote

    OneNote is a digital note-making tool that lets you create to-do lists, maintain logs, store new ideas, and everything else on one platform. Integrating it with Salesforce allows you to easily create notes and records whenever any critical event is triggered.

  4. Best Salesforce OneNote integrations

    • Create a note from OneNote from the updated record to Salesforce
    • Create a lead to Salesforce from a new note in a section in OneNote
    • Create a note to OneNote from new contact in Salesforce
    • Create notes in the section to OneNote from new opportunities in Salesforce
  5. Salesforce And Amazon Seller Central

    With the help of these two applications, enterprises can easily keep track of essential details linked to clients and products. The Salesforce and Amazon Seller Central integration makes it easier for businesses to provide better assistance to their clients and track all shipments and orders within the Amazon Marketplace.

  6. Best Salesforce Amazon Seller Central integrations

    • Create Salesforce contacts from new Amazon Seller Central orders
    • Create leads on Salesforce from new Amazon Seller Central orders
    • Create a custom object to Salesforce from a new order in Amazon Seller Central
    • Update contacts in Salesforce when a new order is created in Amazon Seller Central
  7. Salesforce And OneDrive

    OneDrive is a valuable tool for maintaining and sharing digital files and folders on any device. This integration with Salesforce is a unique way of automating file creation and updating, which would otherwise be a time-consuming task.

  8. Best Salesforce OneDrive integrations

    • Create a folder to OneDrive from a new lead in Salesforce
    • Create a folder to OneDrive from new contact in Salesforce
    • Create a new text file to OneDrive from a new lead in Salesforce
    • Upload file in OneDrive when a unique opportunity is created in Salesforce
  9. Salesforce And Amazon SNS

    Amazon SNS is a cross-platform messaging service that can be used to send push notifications among applications or to users. By integrating it with Salesforce, users can instantly Create and share messages in the event of an Update on Salesforce CRM. Instead of toggling between the two applications, users can make the most out of this workflow automation and get their tasks done instantly.

  10. Best Salesforce Amazon SNS integrations

    • Create a message to Amazon SNS from new leads in Salesforce
    • Update a custom object in Salesforce when a new topic is created in Amazon SNS
    • Create a message to Amazon SNS from recent cases in Salesforce
    • Create a topic on Amazon SNS from a new opportunity in Salesforce
  11. Salesforce And Contentful

    Contentful is a top-rated content management platform where users can publish content across channels with the help of its fantastic app framework. Integration with Salesforce only enhances its functionality, as users can get more work done with little effort.

  12. Best Salesforce Contentful integrations

    • Upload file in Contentful when a new lead is created in Salesforce
    • Create a contact on Salesforce from a new organization in Contentful
    • Create an opportunity on Salesforce from a new environment in Contentful
    • Upload a file in Contentful when a new account is created in Salesforce
  13. Salesforce And Flipkart

    If you’re a merchant active on Flipkart and also use Salesforce as your CRM, you can integrate the two and have them interact with each other and share data automatically. With this integration, updates made on one platform are also reflected.

  14. Best Salesforce Flipkart integrations

    • Create a product in Flipkart whenever a new product is added on Salesforce
    • Add a new event on Salesforce if a new return order is placed on Flipkart
    • Create a new record in Salesforce whenever a new shipment is created on Flipkart
  15. Salesforce And Instagram Lead Ads

    The easiest way to extract leads from Instagram is to use Instagram Lead Ads, designed to help businesses collect information for better customer support, such as birthdates, email addresses, phone numbers, and others. By linking it with Salesforce, you can easily add all the data to your CRM without manually entering it.

  16. Best Instagram Salesforce integrations

    • Add every new lead from Instagram lead ads to Salesforce
    • Create contact to Salesforce from a new lead in Instagram lead ads
    • Create an opportunity to Salesforce from a new lead in Instagram lead ads
  17. Salesforce And Google Groups

    Google Groups is a collaborative forum where users can have discussions, search, and read posted content. A Salesforce integration can help you to add contacts and other details directly to your Salesforce CRM.

  18. Best Salesforce Google Groups integrations

    • Add a member to a group in Google Groups when a new account is created in Salesforce
    • Create contact to Salesforce from new members in Google Groups
    • Update contacts in Salesforce when a new member is created in Google Groups
    • Delete member to a group in Google Groups when a new task is created in Salesforce
  19. Salesforce And Microsoft Outlook

    Microsoft Outlook is a commonly used email management tool by businesses of all sizes. Instead of switching between Outlook and Salesforce, an integration would help you have the latest information and data updated directly from one platform to the other by creating an integration with Appy Pie Automate.

  20. Best Outlook Salesforce integrations

    • Create contact to Microsoft Outlook from new contact in Salesforce
    • Create lead to Salesforce from new contact in Microsoft Outlook
    • Send email in Microsoft Outlook when a new lead is created in Salesforce
    • Create a record to Salesforce from new contact in Microsoft Outlook

Key Takeaways

As you’ve seen some of the top Salesforce integrations, it’s evident that it works well with some of the most popular applications if you create integrations with Appy Pie Automate. Not just Salesforce, but you can create workflow automations for several different applications on Connect, that too without any coding. If you’re using a host of apps, and are tired of the constant toggling between them, start building workflows, and enhance your productivity and efficiency.

Semplifica il tuo flusso di lavoro con l'automazione di Appy Pie

Domande frequenti sulle integrazioni Salesforce

  • Che cos'è Salesforce?

    Salesforce è la piattaforma di assistenza clienti con funzionalità di tipo sociale. Con Salesforce, le aziende possono allineare i loro processi aziendali e le strategie di assistenza clienti per adattarsi ai loro clienti, dipendenti e partner molto meglio di prima. Salesforce è un fornitore leader di soluzioni di social enterprise cloud computing.

  • Le integrazioni Salesforce sono sicure?

    Quando si valuta la sicurezza delle integrazioni di Salesforce, è essenziale adottare un approccio completo e valutare vari fattori. Ecco una guida per aiutarti a navigare in questo processo:

    • Flusso di dati e accesso: mappare il flusso di dati, comprendere i tipi di dati condivisi, la frequenza di scambio e i controlli di accesso.
    • Protocolli di sicurezza: verificare che Salesforce e le app partner utilizzino canali sicuri e crittografia per la trasmissione dei dati e altro ancora.
    • Autenticazione e autorizzazione: valutare l'autenticazione multifattoriale per una verifica solida dell'identità. Garantire controlli di autorizzazione efficaci.

    Seguendo questi passaggi, puoi valutare e migliorare efficacemente la sicurezza delle integrazioni di Salesforce, garantendo un ambiente solido e protetto.

Pagina rivista da Abhinav Girdhar  | Ultimo aggiornamento il February 2, 2025, 11:05 pm

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