Cyclr’s easy to use drag and drop builder allows you to make the most of your CRM customer data, automatically streamline business processes in no time.
Integrate your Salesforce data with your favourite web apps to automate marketing, create bespoke sales workflows and manage contact integrity with less resources and time.
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Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
Enhance Your Customer Communications By Syncing Your CRM & Email Marketing Platforms
Cyclr’s drag and drop automation workflow builder allows you to link, sync and automate process between your favourite Cloud platforms. Ensure your sales and marketing teams are effectively working together by adding automation processes between their preferred systems.
While your eCommerce website may be your business’ storefront and window to the world it may not be your only sales channel. Converting users into customers is top priority, but how do you manage different types of customers? You may have different sales methods and opportunities to returning, bulk-buy and wholesale customers, so how can you treat them differently from single purchase customers?
Moving to a new business system may not be a smooth ride for all users. Rapid switch overs can hamper their work and productivity, causing friction against the transition to the new system. But what if it was possible to allow two systems to run side by side to give users a bit more grace to adapt?
Send new Gravity Forms entries to your Salesforce CRM. Entries are checked to see if they are existing contacts, adding them to Salesforce and your chosen Pure360 list (select in the final work process) if they are not.
Keep your marketing campaigns up to date with this Salesforce integration. Automatically add new Salesforce leads as new Campaign Monitor subscribers.
Allow your customers to send in support ticket through your website. Contact Form 7 entries will automatically added to your SalesForce CRM, creating a new support case and adding new contacts.
Thank customers for registering to your event through SMS! This cycle combines Eventbrite, Salesforce and Twilio to add that little bit extra customer service.
Automatically add your marketing data to your CRM contacts to let your sales team what your customers are interested in. This cycle combines MailChimp campaign data and Salesforce contacts to keep your data on point!
Automatically add contacts from your website to your CRM & marketing suite simultaneously! This cycle combines Contact Form 7 with Salesforce and MailChimp!
Keep your mailing list up to date with this marketing automation workflow. This cycle integrates Salesforce and Pure360 to send new contacts to your mailing list.
Replicate your Salesforce Campaigns in dotmailer to ease mass communications. This cycle sends all relevant campaign contacts to matched dotmailer address books, creating new address books if one can't be matched to a campaign.
Enhance your CRM data with this Salesforce and FullContact integration. This cycle gets FullContact to search for additional company information on new accounts, updating the record with the findings.
Update your Salesforce CRM contact records with your MailChimp campaign details and additional information from FullContact.
Automatically add new contacts entered into Salesforce CRM into your dotmailer address books!
Use sales automation to help manage your leads! This cycle integrates Salesforce and MailChimp to add and update your marketing lists when a new lead is added to your CRM.
Send new Gravity Forms entries to your Salesforce CRM. Entries are checked to see if they are existing contacts, adding them to Salesforce and your chosen Mailchimp list if they are not.
Automatically add new contacts entered into your Salesforce CRM to your Sendible contact list! This cycle checks to see if the contact is already in Sendible, creating a new contact if they're not found.
Automatically create new lead contacts in Sendible when a new lead is created in Salesforce. This cycle checks for existing contacts, only creating one if a duplicate isn't found.
Send & schedule custom SMS messages to your conference's VIP attendees, while automatically preparing for your post-show follow up campaign by updating your MailChimp attendee list.
Automatically send your Salesforce contacts that are attending your event a reminder SMS through Twilio with this great Salesforce integration.
This Cycle is triggered when a new subscriber registers to your Campaign Monitor list. The contact details are enhanced by FullContact before checking to see if they are in your Salesforce CRM, adding them if they are not.
This Cycle is triggered when a new contacts are added to Salesforce. The contacts are added to SendGrid.
This workflow gets your new Constant Contact contacts and checks Salesforce to see if they are already in the CRM. If they are not, a new contact is created in Salesforce.
Full list of all Salesforce API methods that we provide.
| Feature | Description | Type |
|---|---|---|
| Create Account | Create a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners. | action |
| Delete Account | Deletes an account. | action |
| Get New Accounts | Get the new accounts added to Salesforce since the last time the process was run in this Cycle. | get |
| List Accounts | Gets a list of accounts from Salesforce. | get |
| Update Account | Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners. | action |
| Feature | Description | Type |
|---|---|---|
| Create Campaign Member Status | Create a campaign member status. | action |
| Delete Campaign Member Status | Delete a campaign member status. | action |
| Get Campaign Member Statuses | Gets a list of campaign member statuses. | get |
| Update Campaign Member Status | Update a campaign member status. Only allows for the order of the status to be changed in the picklist. | action |
| Feature | Description | Type |
|---|---|---|
| Create Campaign Member | Creates a new campaign member. | action |
| Delete Campaign Member | Deletes a campaign member. | action |
| Get Campaign Members | Gets a list of campaign members. | get |
| Feature | Description | Type |
|---|---|---|
| Delete Campaign | Deletes a campaign. | action |
| Describe Campaign | Completely describes the individual metadata at all levels for the Campaign object. | get |
| Get Campaigns | Gets a list of campaign IDs and associated descriptions. | get |
| Feature | Description | Type |
|---|---|---|
| Create Case | Creates a new case which represents a customer issue or problem. | action |
| Delete Case | Deletes a case. | action |
| Get New Cases | Get the new cases added to Salesforce since the last time the process was run in this Cycle. | get |
| Update Case | Updates a case. | action |
| Feature | Description | Type |
|---|---|---|
| Contact Exists for Email Address | Checks whether any Contacts exist for the given email address. | get |
| Contact Exists for ID | Checks if a contact exists with a given ID. | get |
| Create Contact | Creates a new contact. | action |
| Delete Contact | Deletes a contact. | action |
| Describe Contact | Completely describes the individual metadata at all levels for the Contact object. | get |
| Get All Contacts | Gets all contacts in Salesforce. | get |
| Get Contact by ID | Retrieves a contact with the given unique ID value. | get |
| Get Contact ID | This method will retrieve the Salesforce Contact ID with a look up by email address. | get |
| Get Contact(s) By Email | Gets contact(s) by the email. | get |
| Get Contact(s) By Mobile Number | Gets contact(s) by the mobile number. | get |
| Get New Contacts | Gets the new contacts added to Salesforce since the last time the process was run in this Cycle. | get |
| Get Updated Contacts | Gets user updated contacts added to Salesforce since the last time the process was run in this Cycle. | get |
| Update Contact | Updates a contact's details. | action |
| Feature | Description | Type |
|---|---|---|
| Create Event | Create a new event. | action |
| Delete Event | Deletes an event. | action |
| Get New Events | Get the new events added to Salesforce since the last time the process was run in this Cycle. | get |
| List Events | List events from this Salesforce account. | get |
| Update Event | Updates an existing event. | action |
| Feature | Description | Type |
|---|---|---|
| Create Lead | Creates a new lead which represents a prospect or potential opportunity. | action |
| Delete Lead | Deletes a lead. | action |
| Describe Lead | Completely describes the individual metadata at all levels for the Lead object. | get |
| Get Updated Leads | Get user updated leads added to Salesforce since the last time the process was run in this Cycle. | get |
| List Leads | List leads from this Salesforce account. | get |
| Update Lead | Updates a lead which represents a prospect or potential opportunity. | action |
| Feature | Description | Type |
|---|---|---|
| Create Opportunity | Creates a new opportunity which would be a sale or pending deal. | action |
| Create Opportunity Contact | Adds an existing Salesforce contact to an opportunity. | action |
| Delete Opportunity | Delete the opportunity. | action |
| Get New Opportunities | Get the new opportunities added to Salesforce since the last time the process was run in this Cycle. | get |
| Get Opportunity Stages | Get the possible stages for an opportunity in Salesforce. | get |
| List Opportunities | List the opportunities from this Salesforce account. | get |
| Update Opportunity | Updates information about an opportunity which would represent a sale or pending deal. | action |
| Feature | Description | Type |
|---|---|---|
| Create Task | Creates a new task such as making a phone call or other to-do items. | action |
| Delete Task | Deletes a task. | action |
| Get New Tasks | Gets the new tasks added to Salesforce since the last time the process was run in this Cycle. | get |
| Get Task Statuses | List the options for Task Statuses. | get |
| Update Task | Updates a task. | action |
