Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
자동화를 해야하는 이유 Salesforce
영업과 마케팅 연계
관련 통합과 자동화가 중요한 이유:
영업과 마케팅은 매우 밀접한 관계입니다.리드 데이터 동기화
Salesforce의 새로운 리드나 연락처를 Marketo 또는 Hubspot 에서 동기화하세요.인바운드 리드에 대한 신속한 후속 조치
데이터가 보강된 리드를 Slack 또는 Microsoft Teams 의 영업 담당자에게 실시간으로 라우팅하여 응답 시간을 최적화하세요.Marketo 통합을 사용하여 리드 응답 시간을 단축하는 H2O.ai
H2O.ai는 통합 기능을 사용하여 <100>Intercom, Dropbox, Eventbrite, Salesforce 의 리드를 신속하게 Marketo로 전달합니다
Streamline your Salesforce integrations
Build Powerful Workflows, fast
Triggers
When this happens…
Salesforce
- Monitor changes in a record Real-timeMonitor changes in a record in Salesforce
- New recordNew record in Salesforce
- New record Real-timeNew record in Salesforce
- New Outbound message Real-timeNew Outbound message in Salesforce
- New platform event Real-timeNew platform event in Salesforce
- New PushTopic event Real-timeNew PushTopic event in Salesforce
- Export new recordsExport new records in Salesforce
- Export new/updated recordsExport new/updated records in Salesforce
- Scheduled record search using SOQL query WHERE clause BatchScheduled record search using SOQL query WHERE clause in Salesforce
- Scheduled records search using SOQL query BatchScheduled records search using SOQL query in Salesforce
- New records BatchNew records in Salesforce
- New/updated records BatchNew/updated records in Salesforce
- Threshold met for new records created BatchThreshold met for new records created in Salesforce
- Deleted recordRecord deleted in Salesforce
- New/updated recordNew/updated record in Salesforce
- New/updated record Real-timeNew/updated record in Salesforce
Any other trigger you can think up
Actions
Do this…
Salesforce
- Custom actionCustom action in Salesforce (Custom)
- Approve record in approval processApprove a record in approval process in Salesforce
- Create records in batches BatchCreate records in batches in Salesforce
- Update records in batches BatchUpdate records in batches in Salesforce
- Create recordCreate record in Salesforce
- Publish platform eventPublish platform event in Salesforce
- Delete recordDelete record in Salesforce
- Download attachmentDownload attachment from Salesforce
- Download fileDownload file from Salesforce
- Get record details by IDGet details of specific record in Salesforce
- Get related list by parent record ID BatchGet list of related records in Salesforce
- Get report by IDGet report details in Salesforce
- Get object schemaGet object schema in Salesforce
- Create records in bulk from CSV fileCreate records in bulk in Salesforce from CSV file
- Create records in bulk from CSV file (API 1.0)Create records in bulk in Salesforce from CSV file
- List data category groups BatchRetrieve all data category groups in Salesforce
- Retrieve data category group hierarchy BatchRetrieve data category group hierarchy in Salesforce
- Reject record in approval processReject a record in approval process in Salesforce
- Retry bulk job for failed records from CSV fileRetry records bulk job in Salesforce from CSV file
- Search records BatchSearch for records in Salesforce
- Search records using SOQL query WHERE clause BatchSearch records using SOQL query WHERE clause in Salesforce
- Search records in bulk using SOQL query (API 1.0)Search records in bulk using SOQL query (API 1.0) in Salesforce
- Search records in bulk using SOQL query (API 2.0)Search records in bulk using SOQL query (API 2.0) in Salesforce
- Search records using SOQL query BatchSearch for records using SOQL query in Salesforce
- Submit record for approvalSubmit a record for approval in Salesforce
- Update records in bulk from CSV fileUpdate records in bulk in Salesforce from CSV file
- Update records in bulk from CSV file (API 1.0)Update records in bulk in Salesforce from CSV file
- Update recordUpdate record in Salesforce
- Upload fileUpload file to Salesforce
- Upsert records in bulk from CSV fileUpsert records in bulk in Salesforce from CSV file
- Upsert records in bulk from CSV file (API 1.0)Upsert records in bulk in Salesforce from CSV file
- Upsert records in batches BatchUpsert records in batches in Salesforce
- Upsert recordUpsert record in Salesforce
Any other action you can think up
Workato의 놀라운 기능
사용 가능한 수천 개의 템플릿 제공
지능형 자동화로 업무를 가속화하세요.
더 빠르게 해보세요
봇을 만들어 바로 활용하세요
Streamline your Salesforce integrations
관련 솔루션 및 콘텐츠
Salesforce 통합 소개
Salesforce는 종합적인 고객 정보를 제공함으로써 영업, 고객 서비스, 마케팅 등을 모두 결합해 더 나은 서비스를 제공할 수 있게 해줍니다. Salesforce는 모든 규모의 비즈니스와 모든 종류의 성장 궤도에 적합한 솔루션을 제공합니다.
이를 통해 고객의 요구를 파악하고 어떤 문제든 해결할 수 있습니다. 고객을 더욱 면밀하게 파악하거나 영업을 개선하고 싶다면 Salesforce가 최적의 선택입니다.
Salesforce 통합 방법
- 단일 플랫폼으로 팀을 연결하고 영업 프로세스를 개선하고 더 많은 거래를 성사시키세요.
- 고객에 대한 지식을 보강하고, AI를 맞춤 설정하고, 참여도를 높여보세요.
- 채팅 및 CRM 데이터를 슬라이드, 시트, 문서 등의 원하는 형식으로 병합하세요.
