Salesforce

Integrate Salesforce

Connect Salesforce to many other apps without code

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.

Case Studies Pre-made Integrations Features Request a Demo
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

Add new form entries to Salesforce & Pure360 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 Pure360 list (select in the final work process) if they are not.

Add New Salesforce Leads to Campaign Monitor

Keep your marketing campaigns up to date with this Salesforce integration. Automatically add new Salesforce leads as new Campaign Monitor subscribers.

Create Salesforce Case from Contact Form 7 Support Form

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.

Send a "Thank You for Registering" SMS to newly made Eventbrite Orders

Thank customers for registering to your event through SMS! This cycle combines Eventbrite, Salesforce and Twilio to add that little bit extra customer service.

Add newsletter activity to Salesforce contacts

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!

Simultaneously add new website contacts to Salesforce and Mailchimp

Automatically add contacts from your website to your CRM & marketing suite simultaneously! This cycle combines Contact Form 7 with Salesforce and MailChimp!

Add New Salesforce Contacts to Pure360 Customer List

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.

Create a new Dotmailer address book and add contacts from campaigns set up in Salesforce

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.

Updating new accounts with FullContact - need account ID

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.

Enhance the Salesforce profile of users that have clicked on a particular newsletter campaign link

Update your Salesforce CRM contact records with your MailChimp campaign details and additional information from FullContact.

Add New Salesforce Contacts to Dotmailer

Automatically add new contacts entered into Salesforce CRM into your dotmailer address books!

Salesforce Leads to MailChimp Lists

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.

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.

Add New Salesforce Contacts to Sendible

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.

Add New Salesforce Leads to Sendible

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.

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.

Send Customers SMS reminders of when you're at an event

Automatically send your Salesforce contacts that are attending your event a reminder SMS through Twilio with this great Salesforce integration.

Add & Enhance new Campaign Monitor Subscribers to Salesforce

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.

Sync New Salesforce Contacts into SendGrid

This Cycle is triggered when a new contacts are added to Salesforce. The contacts are added to SendGrid.

Add New Constant Contact Contacts to Salesforce CRM

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 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
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

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
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

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
List Events List events from this Salesforce account. 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 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

Opportunities

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

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
Get Task Statuses List the options for Task Statuses. get
Update Task Updates a task. action
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