Salesforce Essentials integrations
Use Nekton to connect Salesforce Essentials with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Salesforce Essentials integrations with Nekton
Create automations that integrate Salesforce Essentials with other services
Nekton AI can integrate Salesforce Essentials with many online apps and tools.
Here are some popular integrations you can try to automate your Salesforce Essentials workflows:
Salesforce Essentials actions
Nekton can use any feature that is available in Salesforce Essentials API.
Using our advanced AI, you can easily create custom automations for Salesforce Essentials.
Here are some typical actions you can do in your automated workflows.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
Find Record by Query
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
Find or Create Record
Find a record. Optionally create a record if not found.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is updated.
About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.