Salesforce integration with Pipeline
How to Create Pipeline asks from new updates to opportunities in Salesforce
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Pipeline asks from new updates to opportunities in Salesforce" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pipeline integrations
Pipeline actions
Nekton can use any feature that is available in Pipeline API.
Using our advanced AI, you can easily create custom automations for Pipeline.
Here are some typical actions you can do in your automated workflows.
Add AdHoc Step
Adds an adhoc step to the Ask for a contact or a team
Add Ask to Bundle
Adds an Ask to a Bundle
Add Follower to Ask
Adds a follower to an Ask
Cancel Ask
Cancels an open Ask
Complete Step
Completes a step in an Ask
Create Contact
Create a contact in Pipeline
About Pipeline
Pipeline extends your workflows across teams, departments, and companies.