Transform your API from backend to frontend, from developer focused to business user focused.
Deliver integrations natively from within your own application and add value to your end-users.
Salesforce Integrations
Build & publish in-app integrations with our Salesforce connector
What is Salesforce?
Salesforce CRM automates the sales process with an array of cloud-based tools.
Create automations with our Salesforce connector
Provide your SaaS application customers with more and without the developer backlog. Cyclr can integrate your SaaS with Salesforce, and hundreds of others so your customers can integrate with software they already own.
Why integrate with Salesforce
Integrate with Salesforce and grow your SaaS application for your customers. Using Cyclr you can create automated workflows that suit your customers needs. Whether they are to help business growth, sell smarter, close more deals or provide expert support. Connect your SaaS to Salesforce, the leading CRM system to give your end-users powerful integration opportunities.
Available Methods and Endpoints
Cases ↓
List Updated Cases
List cases updated since the last successful run.
Action
Get Case
Get a case.
Action
List New Cases
List cases created since the last successful run.
Action
List Cases
List all cases.
Action
Upsert Case
Upsert a case.
Action
Create Case
Create a case.
Action
Update Case
Update a case.
Action
Delete Case
Delete a case.
Action
List New Case Comments
List all case comments created since the last successful run.
Action
Create Case Comment
Create a case comment.
Action
List Updated Case Comments
List all case comments updated since the last successful run.
Action
List Case Comments
List all case comments.
Action
List Updated Case Comments By Case ID
List all comments by case ID updated since the last successful run.
Action
List New Case Comments By Case ID
List all comments by case ID created since the last successful run.
Action
List Case Comments By Case ID
List all comments by case ID.
Action
Update Case Comment
Update a case comment.
Action
List Updated Case Feed By Case ID
List all case feeds by case ID updated since the last successful run.
Action
List Case Feed
List all case feeds.
Action
List New Case Feed
List all case feeds created since the last successful run.
Action
List Case Feed By Case ID
List all case feeds by case ID.
Action
List Updated Case Feed
List all case feeds updated since the last successful run.
Action
List New Case Feed By Case ID
List all case feeds by case ID created since the last successful run.
Action
List Case History
List all case history.
Action
List New Case History By Case ID
List all new case history by case ID since the last successful run.
Action
List New Case History
List all new case history since the last successful run.
Action
List Case History By Case ID
List all case history by case ID.
Action
Events ↓
List Events
List all events.
Action
List Updated Events
List all events updated since the last successful run.
Action
List New Events
List all events created since the last successful run.
Action
Delete Event
Delete an event.
Action
Create Event
Create an event.
Action
Update Event
Update an event.
Action
Get Event
Get an event.
Action
List Event Logs
List all event log files.
Action
List New Event Logs
List all event log files created since the last successful run.
Action
Download Event Log
Download an event log in CSV format.
Action
Service Appointments ↓
List New Service Appointments
List all service appointments created since the last successful run.
Action
Update Service Appointment
Update a service appointment.
Action
List Updated Service Appointments
List all service appointments updated since the last successful run.
Action
List Service Appointments
List all service appointments.
Action
Get Service Appointment
Get a service appointment.
Action
Create Service Appointment
Create a service appointment.
Action
Delete Service Appointment
Delete a service appointment.
Action
Locations ↓
Get Location
Get a location.
Action
Currency Type ↓
List Corporate Currencies
List all corporate currencies.
Action
Order Items ↓
Get Order Item
Get an order item.
Action
List New Order Items
List all order items created since the last successful run.
Action
List Updated Order Items
List all order items updated since the last successful run.
Action
List Order Items
List all order items.
Action
Divisions ↓
List Divisions
List all divisions.
Action
Webhooks ↓
Asset Updated
Triggered when an asset is updated.
Webhook
Asset Created
Triggered when an asset is created.
Webhook
Contact Created
Triggered when a contact is created.
Webhook
Lead Created
Triggered when a lead is created.
Webhook
Account Updated
Triggered when an account is updated.
Webhook
Case Created
Triggered when a case is created.
Webhook
Quote Created
Triggered when a quote is created.
Webhook
Opportunity Updated
Triggered when an opportunity is updated.
Webhook
Case Updated
Triggered when a case is updated.
Webhook
Account Created
Triggered when an account is created.
Webhook
Opportunity Created
Triggered when an opportunity is created.
Webhook
Quote Updated
Triggered when a quote is updated.
Webhook
Lead Updated
Triggered when a lead is updated.
Webhook
Contact Updated
Triggered when a contact is updated.
Webhook
Contact Deleted
Triggered when a contact is deleted.
Webhook
Asset Deleted
Triggered when an asset is deleted.
Webhook
Account Deleted
Triggered when an account is deleted.
Webhook
Leads ↓
Get Lead
Get a lead.
Action
Create Lead
Create a lead.
Action
Update Lead
Update an existing lead.
Action
Delete Lead
Delete a lead.
Action
List Leads
List all leads.
Action
List Updated Leads
List all leads updated since the last successful run.
Action
List New Leads
List all leads created since the last successful run.
Action
List Leads By Email
List all leads by email address.
Action
Upsert Lead
Creates a new lead or updates an existing lead based on an external ID.
Action
List Deleted Leads
List all leads deleted since the last successful run.
Action
List Updated Leads By Owner ID
List all leads by owner ID updated since the last successful run.
Action
List Updated Leads (Incrementally)
List all leads created since the last successful run incrementally.
Action
Emails ↓
Send Simple Email
Send a simple email.
Action
Send Email Alert
Send an email alert.
Action
Contacts ↓
Bulk Update Contacts
Update a batch of contacts.
Action
List Deleted Contacts
List all contacts deleted since the last successful run.
Action
List Contacts By Account ID
List all contacts with the specified account ID.
Action
Contact Exists For ID
Check if a contact exists with the specified ID.
Action
List Contacts By Mobile Number
List all contacts with the specified mobile number.
Action
Upsert Contact
Create a contact or update an existing contact based on an external ID.
Action
Bulk Create Contacts
Create a batch of contacts.
Action
List New Contacts By Owner ID
List all contacts created since the last successful run filtered by owner ID.
Action
List Contacts By Owner ID
List all contacts by owner ID.
Action
Create Contact
Create a contact.
Action
List Updated Contacts (Incrementally)
List all contacts incrementally created, modified or deleted since the last successful run.
Action
Update Contact
Update a contact.
Action
List New Contacts
List all contacts created since the last successful run.
Action
List Contacts By Email
List all contacts with the specified email address.
Action
List Contacts
List all contacts.
Action
List Updated Contacts
List all contacts created, modified, or deleted since the last successful run.
Action
Get Contact
Get a contact.
Action
Contact Exists For Email
Check if a contacts exist for the specified email.
Action
Delete Contact
Delete a contact.
Action
Reports ↓
List Reports
List all reports.
Action
List Report Instances
List all report instances.
Action
Execute Sync
Run a report immediately with or without changing filters, groupings, or aggregates and return the latest summary data with or without details for your level of access.
Action
Get Report Fields
Get fields for a report.
Action
Get Report Instance (Tabular)
Get a report instance.
Action
Generate Report Instance
Generate an instance of the specified report which can then be retrieved with the Get Report Instance method.
Action
Metrics ↓
List Mobile Security User Metrics
List the metrics for users who have Enhanced Mobile Security policies enforced.
Action
List Active Feature License Metrics
List the number of active, assigned, and purchased feature licenses in the organization.
Action
Opportunity Line Items ↓
Create Line Item
Create an opportunity line item.
Action
Get Line Item
Get a line item for an opportunity.
Action
List Updated Line Items
List all opportunity line items updated since the last successful run.
Action
List Line Items
List all opportunity line items.
Action
Delete Line Item
Delete an opportunity line item.
Action
List New Line Items
List all opportunity line items created since the last successful run.
Action
Update Line Item
Update an opportunity line item.
Action
Notes ↓
Delete Note
Delete a note.
Action
Get Note
Get a note.
Action
List New Notes
List all notes created since the last successful run.
Action
List Notes
List all notes.
Action
Update Note
Update a note.
Action
Create Note
Create a note.
Action
List Updated Notes
Lists all notes created since the last successful run.
Action
Opportunities ↓
Upsert Opportunity
Upsert an opportunity.
Action
List Opportunity Stages
List all possible stages for an opportunity.
Action
List Opportunities
List all opportunities.
Action
List New Opportunities
List all opportunities created since the last successful run.
Action
Delete Opportunity
Delete an opportunity.
Action
Update Opportunity
Update an opportunity.
Action
Create Opportunity
Create an opportunity.
Action
List Opportunities By Custom Field
List all opportunities by a custom field, where equals .
Action
List Updated Opportunities
List all opportunities updated since the last successful run.
Action
Update Opportunity And List Line Items
Update an opportunity and returns it's line items.
Action
List Opportunity's Activity History
List activity history for an opportunity.
Action
Get Opportunity
Get an opportunity.
Action
Campaign Member Status ↓
Update Campaign Member Status
Update a campaign member status.
Action
Delete Campaign Member Status
Delete a campaign member status.
Action
Create Campaign Member Status
Create a campaign member status.
Action
List Campaign Member Statuses
List all campaign member statuses.
Action
Campaign Members ↓
List Updated Campaign Members
List all campaign members updated since the last successful run.
Action
List Campaign Members
List all campaign members.
Action
Update Campaign Member
Update a campaign member.
Action
Delete Campaign Member
Delete a campaign member.
Action
List New Campaign Members
List all campaign members created since the last successful run.
Action
Get Campaign Member
Get a campaign member.
Action
Upsert Campaign Member
Upsert a campaign member.
Action
Create Campaign Member
Create a campaign member.
Action
Campaigns ↓
Update Campaign
Update a campaign.
Action
Create Campaign
Create a campaign.
Action
Get Campaign
Get a campaign.
Action
Get Campaign By Name
Get a campaign by name.
Action
List Campaigns
List all campaigns.
Action
Delete Campaign
Delete a campaign.
Action
Upsert Campaign
Upserts a campaign.
Action
If Exists: Campaign
Get a campaign by ID and returns along a true path if it exists.
Action
List Updated Campaigns
Lists all campaigns updated since the last successful run.
Action
List New Campaigns
List all campaigns created since the last successful run.
Action
Enhanced Notes ↓
Create Enhanced Note
Create an enhanced note.
Action
Login History ↓
List Login History
List all login sessions.
Action
Bulk Operations ↓
Get Job
Get a job.
Action
Create Delete Job
Create a delete job.
Action
Delete Job
Delete a job.
Action
Abort Job
Abort a job.
Action
Close Job
Close a job.
Action
Create Upsert Job
Create an upsert job
Action
Create Insert Job
Create an insert job.
Action
List Jobs
List all jobs.
Action
Create Update Job
Create an update job.
Action
Upload CSV Data
Upload CSV data for a job.
Action
List Job Failed Results CSV
List all failed records for a completed insert, delete, update, or upsert jobs in a CSV file.
Action
Work Orders ↓
Get Work Order
Get a work order.
Action
Delete Work Order
Delete a work order by.
Action
List Work Orders
List all work orders.
Action
Create Work Order
Create a work order.
Action
List Updated Work Orders
List all work orders updated since the last successful run.
Action
Update Work Order
Update a work order.
Action
List New Work Orders
List all work orders created since the last successful run.
Action
Attachments ↓
List Updated Attachments
List all attachments created or modified since the last successful run.
Action
Create Attachment
Create an attachment.
Action
List New Attachments
List all attachments created since the last successful run.
Action
Delete Attachment
Delete an attachment.
Action
Get Attachment As File
Get an attachment as a file.
Action
Update Attachment
Update an attachment.
Action
List Attachments
List all attachments.
Action
Get Attachment
Get an attachment.
Action
Documents ↓
Get Content Document Data
Get a content document.
Action
List Content Documents
List all content documents.
Action
List New Content Documents
List all content documents created since the last successful run.
Action
Get Content Version
Get the content version ID of a document.
Action
Get Content Document Data (CSV)
Get a CSV content document.
Action
List Updated Content Documents
List all content documents updated since the last successful run.
Action
Tasks ↓
List Task Statuses
List the options for task statuses.
Action
List Tasks
List all tasks.
Action
List New Tasks
List all tasks created since the last successful run.
Action
Delete Task
Delete a task.
Action
Update Task
Update a task.
Action
Create Task
Create a new task.
Action
Get Task
Get a task.
Action
List Updated Tasks
List all tasks updated since the last successful run.
Action
List Task Priorities
List the options for task priorities.
Action
Products ↓
Get Product
Get a Product.
Action
List Products
List all products.
Action
List New Products
List all products created since the last successful run.
Action
List Updated Products
List all products updated since the last successful run.
Action
Quotes ↓
Get Quote
Get a quote.
Action
Create Quote
Create a quote.
Action
Delete Quote
Delete a quote.
Action
List Quotes
List all quotes.
Action
List Updated Quotes
List all quotes updated since the last successful run.
Action
Upsert Quote
Upsert a quote.
Action
List New Quotes
List all quotes created since the last successful run.
Action
Update Quote
Update a quote.
Action
Contracts ↓
List Contracts
List all contracts.
Action
Get Contract
Get a contract.
Action
List Updated Contracts
List all contracts updated since the last successful run.
Action
Update Contract
Update a specified contract.
Action
List New Contracts
List all contracts created since the last successful run.
Action
Enhanced Objects ↓
List Updated Records
List all records updated since the last successful run.
Action
Delete Record
Delete a record.
Action
List New Records
List all records created since the last successful run.
Action
Get Record
Get a record.
Action
Create Record
Create a record.
Action
Update Multiple Records
Update multiple records.
Action
List Records
List all records.
Action
Create Multiple Records
Create multiple records.
Action
Update Record
Update a record.
Action
Event Relations ↓
Create Event Relation
Create an event relation.
Action
List Contact\Lead Event Relations
List all event contact and lead attendees.
Action
List Declined Event Relations
List all declined event attendees.
Action
List Undecided Event Relations
List all undecided event attendees.
Action
List Events Relations
List all event attendees.
Action
List Accepted Event Relations
List all accepted event attendees.
Action
Outbound Messages ↓
Outbound Message Response
Send a response to an outbound message from Salesforce. Set Result to "true"/"false" to send a success/failure response back to SF.
WebhookResponse
SOQL Query ↓
Execute SOQL Query
This method allows user the capability to query any data in SalesForce.
Action
Groups ↓
List Groups
List all groups.
Action
List Group Members
List all group members.
Action
Orders ↓
Create Order
Create an order.
Action
List New Orders
List all orders created since the last successful run.
Action
List Updated Orders
List all orders updated since the last successful run.
Action
Get Order
Get an order.
Action
List Orders
List all orders.
Action
Update Order
Update an order.
Action
User Roles ↓
List User Roles
List all user roles.
Action
Get User Role
Get a user role.
Action
Create User Role
Create a user role.
Action
Update User Role
Update a user role.
Action
Delete User Role
Delete a user role.
Action
Search ↓
Search
Execute a SOSL search on all requested data.
Action
Assets ↓
Get Asset
Get an asset.
Action
Update Asset
Update an asset.
Action
Upsert Asset
Upsert an asset.
Action
Delete Asset
Delete an asset.
Action
Create Asset
Create an asset.
Action
List Assets
List all assets.
Action
Pricebooks ↓
Get Pricebook Entry
Get a pricebook entry.
Action
List Pricebook Entries
List all entries to a specified pricebook.
Action
List Pricebooks
List all pricebooks.
Action
Record Types ↓
Get Record Type
Gets a record type.
Action
Accounts ↓
Update Account
Update an account.
Action
List Accounts By Custom Field
List all accounts by a custom field, where equals .
Action
List Updated Accounts
List all accounts created, modified or deleted since the last successful run.
Action
List Deleted Accounts
List all accounts deleted since the last successful run.
Action
Upsert Account
Upsert an account.
Action
List Accounts
List all accounts.
Action
List New Accounts
List all accounts created since the last successful run.
Action
Delete Account
Delete an account.
Action
Create Account
Create an account.
Action
List Daily Activity History
List all activity history of the previous date for the specified account.
Action
List Accounts By PersonEmail
List all accounts created since the last successful run by PersonEmail.
Action
List Account Activity History
List all activity history for the specified account.
Action
List New Accounts (Incrementally)
List all accounts incrementally created since the last successful run.
Action
Get Account
Get an account.
Action
Opportunity Contact Roles ↓
Delete Opportunity Role
Delete an opportunity contact role.
Action
List New Opportunity Roles
List all opportunity contact roles created since the last successful run.
Action
Get Opportunity Role
Ges an opportunity contact role.
Action
Add Contact To Opportunity
Add an existing contact to an opportunity.
Action
Create Opportunity Role
Create an opportunity contact role.
Action
List Opportunity Roles
List all opportunity contact roles.
Action
Update Opportunity Role
Update an opportunity contact role.
Action
Get Primary Opportunity Role
Get the primary contact role for an opportunity.
Action
List Updated Opportunity Roles
List all opportunity contact roles updated since the last successful run.
Action
List Roles By Opportunity
List all opportunity contact roles for a specified opportunity.
Action
Custom Objects ↓
List Object Fields
List all fields for an object.
Action
List Records Including Deleted
List all records for an object including records that have been deleted.
Action
Describe Object
Completely describes the individual metadata at all levels for the object.
Action
List Objects
List all objects.
Action
Get Record By Custom Condition 3
Get a record by custom condition.
Action
Get Record By ID 3
Get a record.
Action
Create Record 3
Create a record.
Action
Upsert Record 3
Upsert a record.
Action
List New Records 3
List all records created since the last successful run.
Action
Update Record 3
Update a record.
Action
Create Multiple Records 3
Create multiple records.
Action
List Updated Records 3
List all records updated since the last successful run.
Action
Delete Record 3
Delete a record.
Action
Get External ID Field 2
Get a record by external ID field.
Action
Get Record By ID 2
Get a record.
Action
List New Records 2
List all records created since last successful run.
Action
Create Multiple Records 2
Create multiple records.
Action
Upsert Record 2
Upsert a record.
Action
Get External ID Field 3
Get a record by external ID field.
Action
List Updated Records 2
List records updated since the last successful run.
Action
List Records 2
List all records.
Action
List Records 3
List all records.
Action
Create Record 2
Create a new record.
Action
List New Records 1
List all records created since last successful run.
Action
Delete Record 2
Delete a record.
Action
List Updated Records 1
List all records updated since the last successful run.
Action
Create Record 1
Create a record.
Action
Update Record 2
Update a record.
Action
Get Record By Custom Condition 2
Get a record by custom condition.
Action
Get External ID Field 1
Get a record by external ID field.
Action
Get Record By ID 1
Get a record.
Action
Delete Record 1
Delete a record.
Action
List Records 1
List all records.
Action
Update Record 1
Update a record.
Action
Get Record By Custom Condition 1
Get a record by custom condition.
Action
Create Multiple Records 1
Create multiple records.
Action
Upsert Record 1
Upsert a record.
Action
Users ↓
List User Licenses
List all user licenses.
Action
List Language Options
Describes the options for the LanguageLocaleKey.
Action
List Email Encoding Options
List all options for the EmailEncodingKey.
Action
List Locale Options
List all options for the LocaleSidKey.
Action
List Time Zone Options
List all options for the TimeZoneSid.
Action
List Profiles
List all profiles.
Action
Get Profile ID By Name
Get a profile by name.
Action
Update User
Update a user.
Action
List Users
List all users.
Action
Get User License By Name
Get a user license by name.
Action
Get Self
Get the current user's profile information.
Action
Get User By Name
Get a user by full name.
Action
Create User
Create a new user.
Action
Delete User
Delete a User.
Action
Get User
Get a user.
Action
Do you want to access something that's not currently listed?
Just let us know and we can add it to the connector for you!
Top Use Cases for Salesforce Integrations
Stop sending your customers off your SaaS to third-party integrators. Build powerful automated workflows with Cyclr, an invisible layer in your SaaS. Using Cyclr’s low code integration builder you can connect, and create simple or complex workflows for your users. As well as direct deployment into your SaaS with Cyclr’s white-labelled embedded marketplace. Keeping your customers in your SaaS.
Marketing
- Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
- Sync contact details between your CRM and marketing tools to keep things up to date
- Trigger messaging to users when a deal reaches a particular stage
Sales
- Add new landing page form submissions to CRM as leads
- Create new CRM entries when new contracts have been signed by leads
Collaboration
- Upload new CRM opportunity files to collaboration folders
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
Related Resources
Salesforce Connector Documentation
Read ArticleThe Challenges of Integrating with Salesforce
Read ArticleCRM Integrations you should be using
Read ArticleReady to start your integration journey?
Book a demo to see Cyclr in action and start creating integration solutions for your customers
