Salesforce Essentials Pricing, Features, Integrations and Alternatives

Salesforce Essentials Overview

What is Salesforce Essentials?

Salesforce Essentials is a tool in the CRM, Lead Generation, Lead Management and Customer Service categories.

Salesforce Essentials Alternatives

What are Salesforce Essentials alternatives?

Bitrix24, Pipedrive, GreenRope and Zoho CRM are the most popular alternatives to Salesforce Essentials. CRM is the most popular app category among Salesforce Essentials alternatives.

We have compiled a list of 44 Salesforce Essentials competitors so that you can choose the right tool.

Salesforce Essentials Triggers and Actions

  • Salesforce Essentials

    New record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

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  • Salesforce Essentials

    Updated field on record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

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  • Salesforce Essentials

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

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  • Salesforce Essentials

    Updated record

    Triggers when any record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is updated.

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  • Salesforce Essentials

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

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  • Salesforce Essentials

    Find record

    Finds a record of a specified Salesforce object by a field and value you choose.

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  • Salesforce Essentials

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

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  • Salesforce Essentials

    Add lead to campaign

    Adds an existing lead to an existing campaign.

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  • Salesforce Essentials

    Find or create record

    Find a record. Optionally create a record if not found.

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  • Salesforce Essentials

    Add contact to campaign

    Adds an existing contact to an existing campaign.

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Frequently Asked Questions

What are Salesforce Essentials's top competitors?

Bitrix24, Pipedrive, and GreenRope are the most popular alternatives to Salesforce Essentials.

What apps integrate with Salesforce Essentials

ActiveCampaign, Unbounce, Calendly, Constant Contact, Shopify, and Google Drive are the most popular tools that Salesforce Essentials integrates with.

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