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Sync new Lark messages to Salesforce as leads, creating records automatically. Latenode's visual editor makes it easier to map custom fields. Scale affordably as your data grows with our execution-based pricing.
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Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Salesforce will be your first step. To do this, click "Choose an app," find Lark or Salesforce, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
Lark
Add the Salesforce Node
Next, click the plus (+) icon on the Lark node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Lark
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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 Lark 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 Lark 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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Lark
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Lark, 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 Lark and Salesforce integration works as expected. Depending on your setup, data should flow between Lark and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Salesforce + Google Calendar + Lark: When a new record is created in Salesforce (e.g., a new opportunity), an event is created in Google Calendar. Lark then sends a message to a group chat to notify the relevant team about the scheduled meeting.
Salesforce + Lark + Slack: When a record is updated in Salesforce (e.g. Opportunity Stage changed), a message is sent to a Lark group chat alerting sales reps. Daily updates on all Salesforce record changes are summarized and sent to a designated Slack channel.
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark account to Salesforce using Latenode?
To connect your Lark account to Salesforce on Latenode, follow these steps:
Can I automatically create Salesforce leads from new Lark form submissions?
Yes, you can! Latenode lets you automate lead creation with a no-code visual builder. This saves time and ensures leads are captured instantly, increasing conversion rates.
What types of tasks can I perform by integrating Lark with Salesforce?
Integrating Lark with Salesforce allows you to perform various tasks, including:
What level of customization is possible for Lark/Salesforce workflows?
Latenode provides exceptional customization using JavaScript, AI blocks, and a no-code editor, surpassing typical integration tools in flexibility.
Are there any limitations to the Lark and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: