Connect. Design. Deliver.
Business teams now have the power to design their own Salesforce workflows.
Recognized as an Emerging iPaaS and Hybrid Integration Platform (HIP) Provider by Gartner, Forrester, and MarketsandMarkets.
Connect. Design. Deliver.
Business teams now have the power to design their own Salesforce workflows.
Recognized as an Emerging iPaaS and Hybrid Integration Platform (HIP) Provider by Gartner, Forrester, and MarketsandMarkets.
Easy, no-code, drag and drop UX to design workflows by line of business users without burdening IT resources.
Salesforce becomes a powerful CRM hub with real-time integration with other critical ERP and SaaS systems.
The right information, at the right time, with the right system to empower business users across the company.
Easy, no-code, drag and drop UX to design workflows by line of business users without burdening IT resources.
Salesforce becomes a powerful CRM hub with real-time integration with other critical ERP and SaaS systems.
The right information, at the right time, with the right system to empower business users across the company.
Simple, No-Code UX
Create Powerful CRM Hub
Empower Your Business
Not sure where to start? Check out Salesforce use case videos
Here we see how to use Connect iPaaS to automatically create a new incident in ServiceNow when a case is added to a specified account in Salesforce. This common use case allows for full visibility between departments or partners that use different platforms.
In this tutorial, we’ll show you how to create an opportunity in the Salesforce CRM of your partner or vendor when an opportunity is created in Microsoft Dynamics CRM. This integration helps with B2B communication and eliminates unreliable manual information transfer.
Checkout Salesforce API and data connectors on Connect iPaaS
Salesforce Use Cases
Integration Enables Sales and Service Teams to Streamline Customer Service
When an account needs support, the sales and service teams rely on manual processes to relay information between departments. This creates a time delay and leaves room for error, which negatively impacts the customer experience.
Integrating Salesforce with ServiceNow enables sales and service teams to work together to provide a seamless customer experience.
Integration Enables Sales and Service Teams to Streamline Customer Service
Integrating Salesforce with ServiceNow enables sales and service teams to work together to provide a seamless customer experience.
Salesforce and PagerDuty Integration for a Superior Customer Experience
When a CRM agent creates a ticket, the resolution often lies with a vendor or contractor. Customer experience is negatively impacted when external support teams are not engaged immediately with all relevant information.
Integration of PagerDuty and Salesforce allows for an incident to be created in the PagerDuty system of a vendor or contractor in real-time.
Salesforce and PagerDuty Integration for a Superior Customer Experience
Integration of PagerDuty and Salesforce allows for an incident to be created in the PagerDuty system of a vendor or contractor in real-time.
Salesforce and Smartsheet Integration Streamlines Order to Implementation Process
Sales people manage accounts in Salesforce, and professional services manage customer implementations in Smartsheet. Copying data from one system to another wastes time and creates the potential for errors.
Integrate these two ecosystems with Connect iPaaS so that when an order is processed in Salesforce, a row is added in Smartsheet.
Salesforce and Smartsheet Integration Streamlines Order to Implementation Process
Integrate these two ecosystems with Connect iPaaS so that when an order is processed in Salesforce, a row is added in Smartsheet.
Automate User Provisioning and License Management of Salesforce Accounts
When a new employee joins an organization, an admin must provide access to Salesforce and assign an applicable license. A delayed or missed de-activation of the user could allow a terminated employee access to sensitive data, causing risk.
Integration of Active Directory (AD) and Salesforce automates user creation and user lifecycle management. When a user is created in AD with Role-Based Access (RBAC) to Salesforce, his or her account is automatically created in Salesforce. Upon termination, the access is removed from Salesforce in near real-time, with no human intervention needed.
Automate User Provisioning and License Management of Salesforce Accounts
Integration of Active Directory (AD) and Salesforce automates user creation and user lifecycle management. When a user is created in AD with Role-Based Access (RBAC) to Salesforce, his or her account is automatically created in Salesforce. Upon termination, the access is removed from Salesforce in near real-time, with no human intervention needed.
Integration in Action
See how RoboMQ Connect can be used to integrate Salesforce and ServiceNow to fulfill service components of an order for a full cycle order-to-fulfillment business process.