Salesforce Essentials Integration & Workflow Automation 2024

How to integrate with Salesforce Essentials?

You can integrate with Salesforce Essentials using Zapier workflow automation platform.

Top Salesforce Essentials integrations

The most popular Salesforce Essentials integrations are ActiveCampaign, Constant Contact, Google Drive, Facebook Lead Ads and Acuity Scheduling. Below you can explore a list of popular 48 tools that integrate with Salesforce Essentials.

ActiveCampaign

Email Marketing

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67alternatives 9workflow automation platforms supported

Constant Contact

Email Marketing

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72alternatives 6workflow automation platforms supported

Google Drive

Cloud Storage

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59alternatives 11workflow automation platforms supported

Facebook Lead Ads

Advertising

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4alternatives 6workflow automation platforms supported

Acuity Scheduling

Appointments Scheduling

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38alternatives 7workflow automation platforms supported

Typeform

Form Builders

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46alternatives 10workflow automation platforms supported

Google Ads

Advertising

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34alternatives 6workflow automation platforms supported

Shopify

Ecommerce

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40alternatives 9workflow automation platforms supported

Trello

Task Management

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108alternatives 12workflow automation platforms supported

Google Sheets

Spreadsheets

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17alternatives 12workflow automation platforms supported

Wufoo

Form Builders

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54alternatives 8workflow automation platforms supported

Mailchimp

Email Marketing

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100alternatives 12workflow automation platforms supported

Automation platforms that support Salesforce Essentials

Salesforce Essentials is supported by 1 workflow automation platform. Automation platforms allow you to integrate Salesforce Essentials with many other SaaS applications without developing connectors and dealing with APIs.

Use Zapier no-code automation platform to visually design and build your Salesforce Essentials workflows.

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Supported Salesforce Essentials Triggers and Actions

We have collected all Salesforce Essentials triggers and actions that you can use to build your workflow.

Below you can find 4 triggers and 8 actions from 1 integration service.

New record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
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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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New outbound message
Triggers when a new outbound message is received in Salesforce.
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Updated record
Triggers when any record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is updated.
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Create record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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Find record
Finds a record of a specified Salesforce object by a field and value you choose.
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Update record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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Add lead to campaign
Adds an existing lead to an existing campaign.
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Find or create record
Find a record. Optionally create a record if not found.
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Add contact to campaign
Adds an existing contact to an existing campaign.
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