Cliently
Salesforce

Cliently and Salesforce Integration

Native Integration
Native Integration by Cliently
No-code Integration
No-code
Supported Automation Platforms
1automatiomation platform supported
Salesforce Actions
136Salesforce Triggers & Actions

How to connect Cliently and Salesforce

You can integrate Cliently natively with Salesforce.

Cliently and Salesforce integration is available through Zapier, a workflow automation tool.

Workflow Automation Platforms supported by Cliently and Salesforce

You can streamline your workflow processes between Cliently and Salesforce with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.

  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.

Cliently and Salesforce Integration Price

If you have decided to use a workflow automation tool to connect Cliently and Salesforce, it's important to carefully analyze the cost of integration.

We have gathered and organized pricing information for automation services that support Cliently and Salesforce integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Triggers and Actions supported by Cliently and Salesforce

Typically, when connecting Cliently and Salesforce, you're searching for an automation that meets your business requirements.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

To provide you with the best options for integrating Cliently and Salesforce, we have meticulously collected all of the available Triggers and Actions from different Workflow Automation Platforms.

Cliently

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup Cliently and Salesforce integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Cliently and Salesforce. Choose automation platform

    60 seconds

  • Step 2: Securely authenticate Cliently and Salesforce on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Pick a suitable Trigger for Cliently that will kickstart your automation workflow. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Salesforce. Explore Actions

    15 seconds

  • Step 5: Specify the data that will be exchanged between Cliently and Salesforce by configuring the appropriate settings.

    120 seconds

  • Step 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.

More integrations to Cliently

Explore our list of other popular Cliently integrations to find new automation scenarios. Cliently Integrations

Frequently Asked Questions

Does Cliently integrate with Salesforce?

Cliently and Salesforce have a built-in native integration. You can connect Cliently and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier to link Cliently and Salesforce.

Can you Integrate Cliently and Salesforce for free?

Since Cliently and Salesforce have a built-in integration, you can link them without any 3rd-party tools. Yes, you can use the free plan of Zapier to connect Cliently to Salesforce for free, albeit with some limitations.

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