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 & 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.
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.
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.
Full list of all Salesforce API methods that we provide.
|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|
|Update Account||Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.||action|
|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|
|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|
|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|
|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|
|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 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 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|
|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|
|Update Event||Updates an existing event.||action|
|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 New Leads||Get the new leads added to Salesforce since the last time the process was run in this Cycle.||get|
|Get Updated Leads||Get user updated leads added to Salesforce since the last time the process was run in this Cycle.||get|
|Update Lead||Updates a lead which represents a prospect or potential opportunity.||action|
|Create Opportunity||Creates a new opportunity which would be a sale or pending deal.||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|
|Update Opportunity||Updates information about an opportunity which would represent a sale or pending deal.||action|
|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|
|Update Task||Updates a task.||action|