SalesForce Integration & Automation

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Automation flow builder for SalesForce

Drag & drop automation flow builder

Up to 10X faster than custom development (engineering)

Pre-built automations and outstanding support

Generate PDFs, XSLX, CSVs and custom emails or reports

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AUTOMATION AND DATA INTEGRATION

Welcome the automated company

dynamic insight allows you to integrate and automate processes with SalesForce and 80 additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and finance and reporting tools. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder.

This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.

Popular SalesForce automation actions:

Actions

  • Sobject Describe ✓ - Completely describes the individual metadata at all levels for the specified object. For example, this can be used to retrieve the fields, URLs, and child relationships for the Account object.
  • Get Updated Records ✓ - Retrieves the list of individual records that have been updated (added or changed) within the given timespan for the specified object.
  • Get Record ✓ - Accesses records based on the specified object ID.
  • List Available Rest Resources ✓
  • List All Object Types ✓
  • Sobject Get Deleted ✓ - Retrieves the list of individual records that have been deleted within the given timespan for the specified object.
  • Search ✓ - Executes the specified SOQL query.
  • Get List Views ✓ - Returns the list of list views for the specified sObject, including the ID and other basic information about each list view.
  • Query ✓ - This API resource executes the specified SOQL query.
  • And 25 more...

Triggers

  • Schedule trigger ✓
  • On create / update trigger ✓
  • Manual trigger ✓
  • Webhook trigger ✓
  • Trigger by other automation ✓

SalesForce integrations:

SalesForce Connector IntegrationHubspot Connector Integration
SalesForce <> Hubspot Integration
SalesForce Connector IntegrationAirtable Connector Integration
SalesForce <> Airtable Integration
SalesForce Connector IntegrationAsana Connector Integration
SalesForce <> Asana Integration
SalesForce Connector IntegrationIBM Watson Language Connector Integration
SalesForce <> IBM Watson Language Integration
SalesForce Connector IntegrationPipedrive Connector Integration
SalesForce <> Pipedrive Integration
SalesForce Connector IntegrationLambda AWS Connector Integration
SalesForce <> Lambda AWS Integration
SalesForce Connector IntegrationZendesk Connector Integration
SalesForce <> Zendesk Integration
SalesForce Connector IntegrationSendGrid Connector Integration
SalesForce <> SendGrid Integration
SalesForce Connector IntegrationGmail Connector Integration
SalesForce <> Gmail Integration
SalesForce Connector IntegrationJira Connector Integration
SalesForce <> Jira Integration
SalesForce Connector IntegrationGoogle Analytics Connector Integration
SalesForce <> Google Analytics Integration
SalesForce Connector IntegrationGoogle Calendar Connector Integration
SalesForce <> Google Calendar Integration
SalesForce Connector IntegrationREALCUBE Connector Integration
SalesForce <> REALCUBE Integration
SalesForce Connector IntegrationRecruitee Connector Integration
SalesForce <> Recruitee Integration
SalesForce Connector IntegrationGoogle Sheets Connector Integration
SalesForce <> Google Sheets Integration
SalesForce Connector IntegrationLinkedin Connector Integration
SalesForce <> Linkedin Integration
SalesForce Connector IntegrationMailchimp Connector Integration
SalesForce <> Mailchimp Integration
SalesForce Connector IntegrationsevDesk Connector Integration
SalesForce <> sevDesk Integration
SalesForce Connector IntegrationTrello Connector Integration
SalesForce <> Trello Integration
SalesForce Connector IntegrationGoogle Drive Connector Integration
SalesForce <> Google Drive Integration
SalesForce Connector IntegrationStripe Connector Integration
SalesForce <> Stripe Integration
SalesForce Connector IntegrationPostgreSQL Connector Integration
SalesForce <> PostgreSQL Integration
SalesForce Connector IntegrationX Tag Connector Integration
SalesForce <> X Tag Integration
SalesForce Connector IntegrationClockify Connector Integration
SalesForce <> Clockify Integration
SalesForce Connector IntegrationGoogle Docs Connector Integration
SalesForce <> Google Docs Integration
SalesForce Connector IntegrationPlentific Connector Integration
SalesForce <> Plentific Integration
SalesForce Connector Integrationfinleap connect Connector Integration
SalesForce <> finleap connect Integration
SalesForce Connector Integrationlexoffice Connector Integration
SalesForce <> lexoffice Integration
SalesForce Connector IntegrationCasavi Connector Integration
SalesForce <> Casavi Integration
SalesForce Connector IntegrationGoogle Contacts Connector Integration
SalesForce <> Google Contacts Integration
SalesForce Connector IntegrationMagento Connector Integration
SalesForce <> Magento Integration
SalesForce Connector IntegrationSES AWS Connector Integration
SalesForce <> SES AWS Integration
SalesForce Connector IntegrationZoom Connector Integration
SalesForce <> Zoom Integration
SalesForce Connector IntegrationMonday Connector Integration
SalesForce <> Monday Integration
SalesForce Connector IntegrationBillomat Connector Integration
SalesForce <> Billomat Integration
SalesForce Connector IntegrationActiveCampaign Connector Integration
SalesForce <> ActiveCampaign Integration
SalesForce Connector IntegrationGoogle Ads Connector Integration
SalesForce <> Google Ads Integration
SalesForce Connector IntegrationTrustpilot Connector Integration
SalesForce <> Trustpilot Integration
SalesForce Connector IntegrationS3 AWS Connector Integration
SalesForce <> S3 AWS Integration
SalesForce Connector IntegrationFastbill Connector Integration
SalesForce <> Fastbill Integration
SalesForce Connector IntegrationKIWI Connector Integration
SalesForce <> KIWI Integration
SalesForce Connector IntegrationGitlab Connector Integration
SalesForce <> Gitlab Integration
SalesForce Connector IntegrationEverReal Connector Integration
SalesForce <> EverReal Integration
SalesForce Connector IntegrationDropbox Connector Integration
SalesForce <> Dropbox Integration
SalesForce Connector IntegrationSlack Connector Integration
SalesForce <> Slack Integration
SalesForce Connector IntegrationGoogle Maps Connector Integration
SalesForce <> Google Maps Integration
SalesForce Connector IntegrationFreshDesk Connector Integration
SalesForce <> FreshDesk Integration
SalesForce Connector IntegrationFreshsales Connector Integration
SalesForce <> Freshsales Integration
SalesForce Connector IntegrationLineMetrics Connector Integration
SalesForce <> LineMetrics Integration
SalesForce Connector IntegrationTypeform Connector Integration
SalesForce <> Typeform Integration
SalesForce Connector IntegrationMessageBird Connector Integration
SalesForce <> MessageBird Integration
SalesForce Connector IntegrationTwilio Connector Integration
SalesForce <> Twilio Integration
SalesForce Connector IntegrationGoogle Translate Connector Integration
SalesForce <> Google Translate Integration
SalesForce Connector IntegrationZenloop Connector Integration
SalesForce <> Zenloop Integration
SalesForce Connector IntegrationTeamwork Connector Integration
SalesForce <> Teamwork Integration
SalesForce Connector IntegrationUPS Connector Integration
SalesForce <> UPS Integration
SalesForce Connector IntegrationSpryker Connector Integration
SalesForce <> Spryker Integration
SalesForce Connector IntegrationTeamwork CRM Connector Integration
SalesForce <> Teamwork CRM Integration
SalesForce Connector IntegrationMixpanel Connector Integration
SalesForce <> Mixpanel Integration
SalesForce Connector IntegrationClearbit Connector Integration
SalesForce <> Clearbit Integration
SalesForce Connector IntegrationCleverReach Connector Integration
SalesForce <> CleverReach Integration
SalesForce Connector Integrationsipgate Connector Integration
SalesForce <> sipgate Integration
SalesForce Connector IntegrationPlanradar Connector Integration
SalesForce <> Planradar Integration
SalesForce Connector IntegrationIntercom Connector Integration
SalesForce <> Intercom Integration
SalesForce Connector IntegrationKUGU Home Connector Integration
SalesForce <> KUGU Home Integration
SalesForce Connector IntegrationFintecSystems Connector Integration
SalesForce <> FintecSystems Integration
SalesForce Connector IntegrationSQS AWS Connector Integration
SalesForce <> SQS AWS Integration
SalesForce Connector IntegrationAssetti Connector Integration
SalesForce <> Assetti Integration
SalesForce Connector IntegrationThe Trade Desk Connector Integration
SalesForce <> The Trade Desk Integration
SalesForce Connector IntegrationiDWELL Connector Integration
SalesForce <> iDWELL Integration
SalesForce Connector Integrationdynamic insight Connector Integration
SalesForce <> dynamic insight Integration
SalesForce Connector IntegrationCoface Connector Integration
SalesForce <> Coface Integration
SalesForce Connector Integration21st Real Estate Connector Integration
SalesForce <> 21st Real Estate Integration
SalesForce Connector IntegrationAufzughelden Connector Integration
SalesForce <> Aufzughelden Integration
SalesForce Connector IntegrationPersonio Connector Integration
SalesForce <> Personio Integration
SalesForce Connector IntegrationTinyPNG Connector Integration
SalesForce <> TinyPNG Integration
SalesForce Connector IntegrationCrossbase Connector Integration
SalesForce <> Crossbase Integration
SalesForce Connector IntegrationQuickBooks Connector Integration
SalesForce <> QuickBooks Integration
SalesForce Connector IntegrationXero Connector Integration
SalesForce <> Xero Integration
SalesForce Connector IntegrationOutbrain Engage Connector Integration
SalesForce <> Outbrain Engage Integration
SalesForce Connector IntegrationSeafile Connector Integration
SalesForce <> Seafile Integration
SalesForce Connector IntegrationSegment Connector Integration
SalesForce <> Segment Integration
SalesForce Connector IntegrationWebflow Connector Integration
SalesForce <> Webflow Integration
SalesForce Connector IntegrationKonfiPay Connector Integration
SalesForce <> KonfiPay Integration
SalesForce Connector IntegrationPriceHubble Connector Integration
SalesForce <> PriceHubble Integration
SalesForce Connector IntegrationCriteo Connector Integration
SalesForce <> Criteo Integration
SalesForce Connector IntegrationOdoo Connector Integration
SalesForce <> Odoo Integration
SalesForce Connector IntegrationEasybill Connector Integration
SalesForce <> Easybill Integration
SalesForce Connector IntegrationBubble Connector Integration
SalesForce <> Bubble Integration
SalesForce Connector Integrationyousign Connector Integration
SalesForce <> yousign Integration
SalesForce Connector IntegrationAllthings Connector Integration
SalesForce <> Allthings Integration
SalesForce Connector IntegrationFILESTAGE Connector Integration
SalesForce <> FILESTAGE Integration
SalesForce Connector IntegrationCrunchbase Connector Integration
SalesForce <> Crunchbase Integration
SalesForce Connector IntegrationClose Connector Integration
SalesForce <> Close Integration
SalesForce Connector IntegrationDatadog Connector Integration
SalesForce <> Datadog Integration
SalesForce Connector IntegrationWooCommerce Connector Integration
SalesForce <> WooCommerce Integration
SalesForce Connector IntegrationAircall Connector Integration
SalesForce <> Aircall Integration
SalesForce Connector Integrationd.velop Connector Integration
SalesForce <> d.velop Integration
SalesForce Connector IntegrationGraphQL Connector Integration
SalesForce <> GraphQL Integration
SalesForce Connector IntegrationNuki Connector Integration
SalesForce <> Nuki Integration
SalesForce Connector IntegrationUbiqiSense Connector Integration
SalesForce <> UbiqiSense Integration
SalesForce Connector IntegrationPayPal Connector Integration
SalesForce <> PayPal Integration
SalesForce Connector IntegrationChargebee Connector Integration
SalesForce <> Chargebee Integration
SalesForce Connector IntegrationZoho CRM Connector Integration
SalesForce <> Zoho CRM Integration
SalesForce Connector Integration15Five Connector Integration
SalesForce <> 15Five Integration
SalesForce Connector IntegrationClickSend Connector Integration
SalesForce <> ClickSend Integration
SalesForce Connector IntegrationSendy Connector Integration
SalesForce <> Sendy Integration
SalesForce Connector IntegrationLetterXpress Connector Integration
SalesForce <> LetterXpress Integration
SalesForce Connector IntegrationZuora Connector Integration
SalesForce <> Zuora Integration
SalesForce Connector IntegrationMailgun Connector Integration
SalesForce <> Mailgun Integration
SalesForce Connector IntegrationScheduler Helper Integration
SalesForce <> Scheduler Integration
SalesForce Connector IntegrationDict Helper Helper Integration
SalesForce <> Dict Helper Integration
SalesForce Connector IntegrationSpreadsheet Helper Helper Integration
SalesForce <> Spreadsheet Helper Integration
SalesForce Connector IntegrationMulti Case Helper Helper Integration
SalesForce <> Multi Case Helper Integration
SalesForce Connector IntegrationLooper Helper Integration
SalesForce <> Looper Integration
SalesForce Connector IntegrationRest Client Helper Integration
SalesForce <> Rest Client Integration
SalesForce Connector IntegrationCSV Helper Helper Integration
SalesForce <> CSV Helper Integration
SalesForce Connector IntegrationXLSX Helper Helper Integration
SalesForce <> XLSX Helper Integration
SalesForce Connector IntegrationFTP Helper Helper Integration
SalesForce <> FTP Helper Integration
SalesForce Connector IntegrationFile Storage Helper Helper Integration
SalesForce <> File Storage Helper Integration
SalesForce Connector IntegrationData Warehouse Helper Helper Integration
SalesForce <> Data Warehouse Helper Integration
SalesForce Connector IntegrationMail Sender Helper Integration
SalesForce <> Mail Sender Integration
SalesForce Connector IntegrationJSON Helper Helper Integration
SalesForce <> JSON Helper Integration
SalesForce Connector IntegrationMulti Flow Trigger Helper Integration
SalesForce <> Multi Flow Trigger Integration
SalesForce Connector IntegrationZIP Helper Helper Integration
SalesForce <> ZIP Helper Integration
SalesForce Connector IntegrationValidation Helper Helper Integration
SalesForce <> Validation Helper Integration
SalesForce Connector IntegrationSQL Connector Helper Integration
SalesForce <> SQL Connector Integration
SalesForce Connector IntegrationXML Helper Helper Integration
SalesForce <> XML Helper Integration
Note: We can create new connections in under 48 hours. Please contact us stating the connector, action and your use-case.

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HOW CAN WE HELP?

Frequently Asked Questions (FAQ)

How can I integrate and automate SalesForce?

First, you need to get in touch with us to sign up for a dynamic insight account. Next, you go to the settings section, where you can authenticate and configure the SalesForce integration, among many others.

My app, tool or system is not listed as an integration above - how can I integrate it?

We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashioned systems and interfaces can take more time. Please contact us for details using the contact form.

What is dynamicInsight?

dynamic insight empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.

More technically, dynamic insight provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).