Usermind + Salesforce

Finally, a better way to orchestrate business operations between Salesforce and other applications.

How many critical business processes live inside your CRM? With Usermind, you can unify data between any connected application, orchestrate complex customer journeys, and get actionable analytics on end-to-end-processes spanning Salesforce and other applications.

Usermind + Salesforce

Finally, a better way to orchestrate business operations between Salesforce and other applications.

Coming Soon
Salesforce

How many critical business processes live inside your CRM? With Usermind, you can unify data between any connected application, orchestrate complex customer journeys, and get actionable analytics on end-to-end-processes spanning Salesforce and other applications.

How to connect

Salesforce

Just OAuth with your admin account to integrate Salesforce with Usermind and all of your other applications.

What can you do with

Salesforce

Completely connect your cloud — without coding. Perform actions in Salesforce based on conditions detected across any of the services you connect through Usermind. You can also take action in any other systems based on activity and data in Salesforce. Best of all, you can now get actionable reporting on funnel performance and business processes that are locked into Salesforce.
Salesforce

CONDITIONS

New Account

Triggers when a new account is created.

New Campaign

Triggers when a new campaign is created.

Campaign Start Date or End Date

Triggers when a campaign starts or ends.

New Case

Triggers when a new case is created.

Case Closed

Triggers when a case is closed.

Case Modified

Triggers when a case is modified.

New Contact

Triggers when a new Contact is created.

New Lead

Triggers when a new lead is created.

Lead Converted

Triggers when a lead is converted.

Lead Modified

Triggers when a lead is modified.

New Opportunity

Triggers when an opportunity is created.

Opportunity Modified

Triggers when an opportunity is modified.

Opportunity Closed

Triggers when an opportunity is closed.

Opportunity Won

Triggers when an opportunity is won.

New Partner

Triggers when a new partner is created.

User Login

Triggers when a user logs in.

New Custom Field or Object

Triggers when a new custom field or object item is created on a record.

Custom Field or Object Modified

Triggers when a custom field or object item is modified.

Salesforce

SEARCHES

Find Account

Find accounts that match given conditions or search criteria like account ID, name, type, created date, last modified date, or any other field.

Find Account Contact Role

Find contacts by contact role, who match given conditions or search criteria like account, created date, last modified date, or any other field.

Find Announcement

Find announcements that match given conditions or search criteria like ID, name, type, created date, last modified date, or expiration date.

Find Asset

Find assetsby search criteria like account, contact, user who created it, and other fields.

Find Campaign

Find campaigns that match given conditions or search criteria like campaign ID, name, owner, budgeted cost, date, or any other field.

Find Campaign Member

Find campaign members who match given conditions or search criteria like status, campaign member ID, campaign name, contact, created date, or any other field.

Find Case

Find cases that match given conditions or search criteria like case ID, account, case number, contact, owner, date, or any other field.

Find Contact

Find contacts who match given conditions or search criteria like contact ID, account, created date, email, owner, phone number, title, or any other field.

Find Lead

Find contacts who match given conditions or search criteria like contact ID, address, annual revenue, date, email, owner, phone number, title, or any other field.

Find Opportunity

Find opportunities that match given conditions or search criteria like account, amount, campaign, date, lead source, owner, probability, or any other field.

Find Custom Field or Object

Find custom fields or objects that match given conditions or search criteria like account, amount, campaign, date, lead source, owner, probability, or any other field.

Salesforce

ACTIONS

Create Field or Object

Create an account, lead, role, status, campaign, asset, opportunity, task, note, or any other field or object — even custom fields and objects.

Update Field or Object

Update an account, lead, role, status, campaign, asset, opportunity, task, note, or any other field or object — even custom fields and objects.

Set Field or Object

Set a value for an account, lead, role, status, campaign, asset, opportunity, task, note, or any other field or object — even custom fields and objects.

Interested in accessing more Salesforce data to trigger new rules across your marketing automation, help desk, and other systems? Usermind can support other functions in the Salesforce API.
See what's supported in Salesforce's API documentation

Frequently used with

Need a different integration? Let us know.
Suggest an integration

About

Salesforce

Salesforce is a leading provider of sales force automation and customer relationship management (CRM) software.

About Usermind

Usermind's customer journey orchestration platform makes it simple to integrate systems, automate complex processes, and improve business outcomes.

Ready to connect complex processes between Salesforce and everything else?
Request my demo