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How to connect Contacts+ and Salesforce
Create a New Scenario to Connect Contacts+ and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Salesforce will be your first step. To do this, click "Choose an app," find Contacts+ or Salesforce, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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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 Contacts+ 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 Contacts+ and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Contacts+, Salesforce, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Contacts+ and Salesforce integration works as expected. Depending on your setup, data should flow between Contacts+ and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Salesforce
Contacts+ + Salesforce + Google Sheets: When a new contact is created in Contacts+, it is automatically added to Salesforce. The details of the new contact are then logged in a Google Sheet for reporting purposes.
Salesforce + Contacts+ + Slack: When a lead in Salesforce is updated, the corresponding contact in Contacts+ is updated. A congratulatory message is then sent to a specified Slack channel.
Contacts+ and Salesforce integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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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See how Latenode works
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FAQ Contacts+ and Salesforce
How can I connect my Contacts+ account to Salesforce using Latenode?
To connect your Contacts+ account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from new Contacts+ contacts?
Yes, you can! Latenode's visual editor makes it easy to automate lead creation, saving you time and ensuring no potential lead is missed. Enjoy streamlined data flow.
What types of tasks can I perform by integrating Contacts+ with Salesforce?
Integrating Contacts+ with Salesforce allows you to perform various tasks, including:
- Automatically creating new Salesforce leads from Contacts+ contacts.
- Updating contact information in Salesforce when it changes in Contacts+.
- Syncing contact notes and activities between the two platforms.
- Creating tasks in Salesforce when new Contacts+ contacts are added.
- Enriching Contacts+ data using Salesforce data via custom logic.
What Contacts+ data can I access inside Latenode workflows?
You can access contact names, email addresses, phone numbers, organizations, custom fields, and more, all within Latenode.
Are there any limitations to the Contacts+ and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- API rate limits of Contacts+ and Salesforce still apply.
- Real-time synchronization depends on trigger availability.
