Salesforce

Integrate Salesforce

Connect Salesforce to many other apps without code.
Create easy drag and drop integrations and automated workflows.

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What does Cyclr do?

Powerful automations and workflows

Connect

Integrate the apps you run to share data and trigger actions.

Workflows

Create branching workflows, blending many apps into a seamless process.

Timers

Trigger actions on dates, take the right action at the right time.

Report and Monitor

View reports and ensure your workflows run smoothly.

Case Studies

How Cyclr integrates and automates Salesforce

Marketing Automation - Automated Mailing List Management

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.

Keeping track of eCommerce data in Salesforce


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?

Change Management - Providing a Smooth Transition to Salesforce

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?

Pre-built Salesforce integrations

Try any of these Salesforce integrations, no account required

Conference attendee check-in

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.

Add new form entries to Salesforce & Mailchimp simultaneously

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.

Updating new accounts with FullContact

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 details

Explore our Salesforce integration

Salesforce Features

Full list of all Salesforce API methods that we provide.

Accounts

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
Update Account Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners. action

Campaign Member Status

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

Campaign Members

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

Campaigns

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

Cases

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

Contacts

Feature Description Type
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

Events

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
Update Event Updates an existing event. action

Leads

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 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

Opportunities

Feature Description Type
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

Tasks

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
Update Task Updates a task. action
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