An automated workflow using automateio
Connects Salesforce + ServiceNow
Add a Record in ServiceNow on a New Lead in Salesforce
About this workflow template
This automation scenario allows you to connect Salesforce and ServiceNow
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Salesforce and ServiceNow can also be integrated using automation tools other than automateio:
Diagram
How it works?
When this trigger fires in Salesforce
New Lead in Salesforce
Triggers when there is a new Lead
Then this action happens in ServiceNow
Add a Record in ServiceNow
Add a record to the table
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add a Record in ServiceNow on a New Lead in Salesforce.
Part I
Configure Applications
First, we need to connect Salesforce and ServiceNow to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Salesforce to Automateio.
Give Automateio access to your Salesforce account, using Salesforce credentials.
Connect ServiceNow to Automateio.
Give Automateio access to your ServiceNow account, using ServiceNow credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for Salesforce
Choose the following trigger: New Lead (Triggers when there is a new Lead).
Then set up an Action for ServiceNow
Choose this action: Add a Record (Add a record to the table).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and ServiceNow.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add a Record in ServiceNow on a New Lead in Salesforce!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated 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, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Create record
Creates a new record in a table.
actionbyzapieralbatoCreate table record
Create table record
actionbypipedreamGet table record by sysid
Get table record by sysid
actionbypipedreamGet table records
Get table records
actionbypipedreamUpdate table record
Update table record
actionbypipedreamAdd a record
Add a record to the table
actionbyautomateio
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
ServiceNow revolutionizes IT management through ITSM, ITOM, and ITBM. It streamlines service delivery, automates workflows, and enhances user experience with AI-powered chatbots. With ServiceNow, businesses can transform their operational IT costs into strategic investments while improving productivity by over 20%.
Automateio
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.
