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Sync Businessmap project updates to Salesforce, keeping sales aligned with project progress. Latenode's no-code editor and flexible JavaScript nodes let you customize updates. Affordably scale this automation for any team size.
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Create a New Scenario to Connect Businessmap and Salesforce
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Salesforce will be your first step. To do this, click "Choose an app," find Businessmap or Salesforce, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the Businessmap node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Businessmap
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Businessmap and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Businessmap and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, Salesforce, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Businessmap and Salesforce integration works as expected. Depending on your setup, data should flow between Businessmap and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + Salesforce + Slack: When a Businessmap card's status changes, this flow updates the corresponding Salesforce record and sends a Slack message to a designated channel to notify the team.
Salesforce + Businessmap + Google Sheets: When a new opportunity is created in Salesforce, this flow adds a row to a Google Sheet for project planning in Businessmap. The sheet will hold opportunity details for Businessmap users.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my Businessmap account to Salesforce using Latenode?
To connect your Businessmap account to Salesforce on Latenode, follow these steps:
Can I automatically update Salesforce when a Businessmap card moves?
Yes, you can! Latenode's visual editor makes it easy to trigger Salesforce updates directly from Businessmap card movements. This keeps your sales team instantly informed about project progress.
What types of tasks can I perform by integrating Businessmap with Salesforce?
Integrating Businessmap with Salesforce allows you to perform various tasks, including:
Can I filter Businessmap cards based on Salesforce data in Latenode?
Yes! Latenode's advanced filtering lets you use Salesforce data to selectively process Businessmap cards, enabling highly targeted automations.
Are there any limitations to the Businessmap and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: