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How to connect Motion and Salesforce
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Salesforce will be your first step. To do this, click "Choose an app," find Motion or Salesforce, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the Salesforce Node
Next, click the plus (+) icon on the Motion 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 Motion 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 Motion 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 Motion, 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 Motion and Salesforce integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and Salesforce
Motion + Salesforce + Slack: When a Motion task is completed, the corresponding Salesforce opportunity is updated, and a notification is sent to a specified Slack channel.
Salesforce + Motion + Google Calendar: When a new lead is created in Salesforce, a project is created in Motion, and an intro call is scheduled in Google Calendar.
Motion and Salesforce integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and Salesforce
How can I connect my Motion account to Salesforce using Latenode?
To connect your Motion account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion 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 Motion tasks?
Yes, you can! Latenode's visual editor makes it simple to map Motion task details to Salesforce lead fields, automating lead generation and improving sales efficiency.
What types of tasks can I perform by integrating Motion with Salesforce?
Integrating Motion with Salesforce allows you to perform various tasks, including:
- Create a new Salesforce task when a Motion task status changes.
- Update a Salesforce opportunity when a related Motion project is completed.
- Automatically log Motion meeting notes to a corresponding Salesforce record.
- Generate a Motion task from a new high-priority Salesforce support case.
- Sync Motion project deadlines with Salesforce campaign timelines.
How do I handle errors when syncing Motion and Salesforce data in Latenode?
Latenode provides built-in error handling, logging, and retry mechanisms. You can also use JavaScript blocks for custom error logic.
Are there any limitations to the Motion and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time sync depends on the API rate limits of Motion and Salesforce.
- Historical data migration requires a separate bulk import process.
