Integrate Salesforce

Provide your users with in-app integration with Salesforce

Salesforce

Salesforce CRM automates the sales process with an array of cloud-based tools.

Connector Methods

Leads

Feature Description Type
List Leads By Email Lists leads with the specified email address. Action
Get Lead Gets a lead by ID. Action
Update Lead Updates an existing lead. Action
Delete Lead Deletes a lead. Action
List Leads Lists all leads. Action
List Updated Leads Lists leads created or modified since the last run. Action
List New Leads Lists leads created since the last run. Action
Upsert Lead Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup Action
Create Lead Creates a new lead. Action

Contacts

Feature Description Type
List Contacts Lists all contacts. Action
Get Contact(s) By Email Gets the contact(s) with the specified email address. Action
Update Contact Updates a contact's details. Action
Delete Contact Deletes a contact. Action
Get Contact ID Gets the Contact ID associated with the specified email address. Action
Contact Exists For Email Address Checks whether any contacts exist for the specified email address. Action
Contact Exists For ID Checks if a contact exists with the specified ID. Action
Get Contact By ID Gets the contact with the specified ID. Action
Get Contact(s) By Mobile Number Gets the contact(s) with the specified mobile number. Action
Upsert Contact Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup Action
List New Contacts Lists contacts created since the last run. Action
List Updated Contacts Lists contacts created or modified since the last run. Action
Create Contact Creates a new contact. Action

Campaigns

Feature Description Type
List Campaigns Lists campaigns. Action
Get Campaign By ID Gets a campaign by ID. Action
If Exists: Campaign Gets a campaign by ID and returns along a true path if it exists. Action
List Updated Campaigns Lists campaigns created or modified since the last run. Action
List New Campaigns Lists campaigns created since the last run. Action
Delete Campaign Deletes a campaign. Action
Update Campaign Updates a campaign. Action
Get Campaign By Name Gets a campaign by name. Action
Upsert Campaign Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup Action
Create Campaign Creates a campaign. Action

Opportunities

Feature Description Type
Update Opportunity Updates information about an opportunity which would represent a sale or pending deal. Action
Delete Opportunity Deletes an opportunity. Action
Get Opportunity Gets an opportunity by ID. Action
List New Opportunities Lists the opportunities created since the last run. Action
List Opportunity Stages Lists the possible stages for an opportunity in Salesforce. Action
List Opportunities Lists all opportunities. Action
List Updated Opportunities Lists the opportunities created or modified since the last run. Action
Upsert Opportunity Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup Action
Create Opportunity Creates an opportunity. Action

Events

Feature Description Type
Update Event Updates an existing event. Action
Delete Event Deletes an event. Action
Get Event Gets an event by ID. Action
List New Events Lists events created since the last run. Action
List Events Lists events from this Salesforce account. Action
List Updated Events Lists events created or modified since the last run. Action
Create Event Creates a new event. Action

Cases

Feature Description Type
Update Case Updates a case. Action
Delete Case Deletes a case. Action
Get Case Gets a case by ID. Action
List New Cases Lists cases created since the last run. Action
List Updated Cases Lists cases created or modified since the last run. Action
List Cases Lists all cases. Action
Upsert Case Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup Action
Create Case Creates a new case which represents a customer issue or problem. Action

Accounts

Feature Description Type
Get Account Gets an account by ID. Action
Update Account Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action
List Accounts By PersonEmail Lists accounts by PersonEmail. This call will fail if Person Account types are not setup. Action
List Accounts By Custom Field Lists accounts by a custom field, where equals . Action
Upsert Account Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup Action
Delete Account Deletes an account. Action
List New Accounts Lists accounts created since the last run. Action
List Accounts Lists accounts from Salesforce. Action
List Updated Accounts Lists accounts created or modified since the last run. Action
Create Account Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners. Action

Tasks

Feature Description Type
Update Task Updates a task. Action
Delete Task Deletes a task. Action
Get Task Gets a task by ID. Action
List New Tasks Lists tasks created since the last run. Action
List Tasks Lists all tasks. Action
List Updated Tasks Lists tasks created or modified since the last run. Action
List Task Statuses Lists the options for task statuses. Action
List Task Priorities Lists the options for task priorities. Action
Create Task Creates a new task. Action

Campaign Members

Feature Description Type
List Campaign Members Lists campaign members. Action
Delete Campaign Member Deletes a campaign member. Action
Update Campaign Member Updates a campaign member. Action
Get Campaign Member Gets a campaign member by ID. Action
Upsert Campaign Member Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup Action
Create Campaign Member Creates a new campaign member. Action

Campaign Member Status

Feature Description Type
List Campaign Member Statuses Lists campaign member statuses. Action
Update Campaign Member Status Updates a campaign member status. Only allows for the order of the status to be changed in the picklist. Action
Delete Campaign Member Status Deletes a campaign member status. Action
Create Campaign Member Status Creates a campaign member status. Action

Notes

Feature Description Type
Update Note Updates a note. Action
Delete Note Deletes a note. Action
Get Note Gets a note by ID. Action
List New Notes Lists notes created since the last run. Action
List Updated Notes Lists notes created or modified since the last run. Action
List Notes Lists notes from this Salesforce account. Action
Create Note Creates a new note. Action

Opportunity Contact Roles

Feature Description Type
Update Opportunity Role Updates an opportunity contact role. Action
Delete Opportunity Role Deletes an opportunity contact role. Action
Get Opportunity Role Gets an opportunity contact role by ID. Action
List Roles By Opportunity Lists opportunity contact roles for a specified opportunity. Action
Get Primary Opportunity Role Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found. Action
List New Opportunity Roles Lists opportunity contact roles created since the last run. Action
List Updated Opportunity Roles Lists opportunity contact roles created or modified since the last run. Action
List Opportunity Roles Lists opportunity contact roles. Action
Add Contact To Opportunity Adds an existing contact to an opportunity. Action
Create Opportunity Role Creates a new opportunity contact role. Action

Attachments

Feature Description Type
Update Attachment Updates an attachment. Action
Get Attachment Gets an attachment by ID. Action
Delete Attachment Deletes an attachment. Action
List Attachments Lists attachments from this Salesforce account. Action
List New Attachments Lists attachments created since the last run. Action
List Updated Attachments Lists attachments created or modified since the last run. Action
Create Attachment Creates a new attachment. Action

Custom Objects

Feature Description Type
List Records Retrieves all records from the specified object. Action
List New Records Retrieves the specified object's records created since the last time this action was executed. Action
List Updated Records Retrieves the specified object's records updated since the last time this action was executed. Action
Update Record Updates the specified record in the specified object. Custom request fields must be added for the properties of the record. Action
List Object Fields Retrieves all field names for the specified object. Action
Get Record By Custom Condition Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned. Action
Upsert Record Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record. Action
Create Record Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record. Action
Delete Record Deletes the specified record from the specified object. Action
Describe Object Completely describes the individual metadata at all levels for the object. Action
Get External ID Field Retrieves the field set as the External ID for the specified object, if an External ID has been configured. Action
Get Record By ID Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID. Action
List Objects Retrieves all objects within your Salesforce account. Action

Opportunity Line Items

Feature Description Type
List Line Items Lists opportunity line items. Action
Delete Line Item Deletes an opportunity line item. Action
Update Line Item Updates an opportunity line item. Action
List New Line Items Lists opportunity line items created since the last run. Action
List Updated Line Items Lists opportunity line items created or modified since the last run. Action
Get Line Item Get line item for an opportunity by ID. Action
Create Line Item Creates a new opportunity line item. Action

Pricebooks

Feature Description Type
Get Pricebook Entry Gets a pricebook entry. Action
List Pricebooks Lists all pricebooks. Action
List Pricebook Entries Lists entries to a specified pricebook. Action

Users

Feature Description Type
Get User Gets a user by ID. Action
List Users Lists all users. Action
Get Self Gets the current user's profile information. Action

User Roles

Feature Description Type
Get User Role Gets a user role by ID. Action
Delete User Role Deletes a user role. Action
Update User Role Updates an existing user role. Action
List User Roles Lists all user roles. Action
Create User Role Creates a new user role. Action

Enhanced Notes

Feature Description Type
Create Enhanced Note Creates an "enhanced" note as displayed by the "Notes" Related List in Salesforce. Action

Documents

Feature Description Type
Get Content Version Retrieve the content version ID of a given content document. Action
Get Content Document Data (CSV) Return the contents of a CSV content document. Action
List Content Documents Retrieve a list of all content documents. Action
Looking for extra functionality in this connector? We build our connectors to our customer requirements, so if you need an extension get in touch.

With Cyclr you also get

200+ APIs

Connect to us and you unlock integration with our vast library of integrations -- instantly.

Always up-to-date

Our API connectors are tested automatically every day, we are constantly updating & adding new ones.

No code

Use our drag and drop builder to create template integrations for your users in minutes.

Native integration

Your users access all integrations right inside your app, no more plugins or third-party apps.