Connect Folk to Salesforce
Move data between Folk and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.
- Folk triggers
- 8
- Folk actions
- 8
- Salesforce triggers
- 9
- Salesforce actions
- 27
Automation ideas
What you can build with Folk and Salesforce
A few flows teams run between Folk and Salesforce. Use one as a starting point, or build your own from scratch.
Company Added in Folk creates Add Contact to Campaign in Salesforce
Fires when a new company is added to your Folk workspace.
New Case Attachment in Salesforce creates Create Company in Folk
Fires when a new Attachment or File is added to any Case record.
Company Added in Folk creates Add File to Record in Salesforce
Fires when a new company is added to your Folk workspace.
New Case Attachment in Salesforce creates Update Company in Folk
Fires when a new Attachment or File is added to any Case record.
Company Added in Folk creates Add Lead to Campaign in Salesforce
Fires when a new company is added to your Folk workspace.
New Case Attachment in Salesforce creates Create Person in Folk
Fires when a new Attachment or File is added to any Case record.
Questions, answered
No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.
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Folk + NinjaPipe
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Folk + Outseta
Triggers and actions for Outseta CRM and Billing
Folk + Housecall Pro
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More ways to automate Salesforce
View SalesforceSalesforce + HubSpot
Powerful CRM that offers tools for sales, customer service, and marketing automation.
Salesforce + Wedof
Automatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)
Salesforce + NinjaPipe
NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.
Salesforce + Outseta
Triggers and actions for Outseta CRM and Billing
Salesforce + Housecall Pro
Manage your home service business with Housecall Pro CRM integration
Salesforce + Pipedrive
Sales CRM and pipeline management software