Connect Segment to Salesforce
Move data between Segment 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.
- Segment triggers
- 0
- Segment actions
- 1
- Salesforce triggers
- 9
- Salesforce actions
- 27
Automation ideas
What you can build with Segment and Salesforce
A few flows teams run between Segment and Salesforce. Use one as a starting point, or build your own from scratch.
New Case Attachment in Salesforce creates Identify User in Segment
Fires when a new Attachment or File is added to any Case record.
New Contact in Salesforce creates Identify User in Segment
Fires when a new Contact record is created in Salesforce.
New Field History Event in Salesforce creates Identify User in Segment
Fires when a tracked field is updated on a specified object.
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.
More ways to automate Segment
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Segment + SimplyPrint
3D printer fleet management: monitor printers, manage the print queue, track filament, and automate print jobs.
Segment + HubSpot
Powerful CRM that offers tools for sales, customer service, and marketing automation.
Segment + Slack
Channel-based messaging platform
Segment + Shopify
Ecommerce platform for online stores
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 + WhatsScale
Send WhatsApp messages, manage contacts, and automate conversations via WAHA