About Salesforce Essentials

Salesforce Essentials is a tool in the CRM, Lead Management and Real Estate CRM categories.

This page was last updated on

Salesforce Essentials Alternatives

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

CRM and Help Desk are the most popular app categories among Salesforce Essentials alternatives.

1
Pipedrive

CRM and sales pipeline management software

3
Zendesk

Lightweight cloud-based help-desk solution

4
Front

Help Desk

5
Insightly

A powerful, easy to use CRM and project management software with native integrations to Gmail, Office 365, MailChimp, and other popular applications

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.

    zapier
    triggerbyzapier
  • 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.).

    zapier
    triggerbyzapier
  • Salesforce Essentials

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce Essentials

    Updated record

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

    zapier
    triggerbyzapier
  • Salesforce Essentials

    Create record

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

    zapier
    actionbyzapier
  • Salesforce Essentials

    Find record

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

    zapier
    actionbyzapier
  • Salesforce Essentials

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapier
    actionbyzapier
  • Salesforce Essentials

    Update record

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

    zapier
    actionbyzapier
  • Salesforce Essentials

    Add contact to campaign

    Adds an existing contact to an existing campaign.

    zapier
    actionbyzapier
  • Salesforce Essentials

    Create attachment

    Creates a new attachment (max 25MB).

    zapier
    actionbyzapier

Frequently Asked Questions

What are Salesforce Essentials's top competitors?

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

What apps integrate with Salesforce Essentials

Eventbrite, Slack, Mailchimp, Google Calendar, Typeform, and ActiveCampaign are the most popular tools that Salesforce Essentials integrates with.