How Can I Set Up Salesforce Integrations With Appy Pie Connect?

Salesforce is a powerful customer relationship management (CRM) platform that provides businesses with an array of tools to manage their customer data, sales pipeline, and marketing efforts. Appy Pie Connect is a robust integration platform that allows businesses to automate their workflows by connecting different apps together. Salesforce integration with Appy Pie Connect enables businesses to streamline their data flow and automate their sales and marketing processes.

Step 1

Visit Appy Pie Connect, and “Log In“ for Appy Pie Connect. In case you do not have a Appy Pie account, Sign up first and then log in to your account.

Step 2

As a sign-up procedure, click on “Start your 7 days free trial” where you will be redirected to the Appy Pie Connect dashboard for further procedure.

Step 3

After logging in, you will see a dashboard as shown in the image. This dashboard will contain all the information regarding your integrations between apps. 

Here, click on “Create a Connect”.

Step 4

Now, search for ‘Salesforce’ in the search toolbar as we’re learning how to enable Salesforce integrations through Appy Pie Connect.

Step 5

Choose the trigger event and hit the “Continue” button given below.

Step 6

Upon selecting the trigger event, you need to connect a Salesforce account. Click on “Connect an Account”.

Step 7

For proceeding further, Appy Pie will ask for a few permissions asking you to share access to your Salesforce account with Appy Pie. You also need to choose your Salesforce Environment. Now, if you agree, press “Yes, Continue”.

Step 8

A pop-up window will appear asking you to Log in to your Salesforce account. Here, you can see an option as ‘Not a customer?’ and, if you’re not a Salesforce user, click on “Try for free” and then Log In back after creating an account. Otherwise, click on “Log In” post filling out your username and password.  



Step 9

Now if you created a new account for Salesforce, you’ll receive a pop-up from Appy Pie asking for a few permissions. Click on “Allow” if you agree and your Salesforce account will be linked to Appy Pie. 

Step 10 

Setting up of Trigger app was successful. Now choose your favorite app to integrate with salesforce. For eg; let’s choose Airtable but you can select any app you want to.

Step 11

After choosing your action app, you’ll be redirected to the Appy Pie dashboard where you need to select the action event for the trigger event you selected before. Once selected, hit “Continue”.

Step 12

Now select your Airtable account for which you want to create the integration with. Click “Continue” to proceed further. If you don’t have a Airtable account, create one and get back to continue  with Salesforce Integration. 

Step 13

Now set up options for Airtable create record by filling out asked details. Skipping or continuing with the Run Test is up to your wish. Choose accordingly.

Step 14 

Congratulations! Your Salesforce Integration with Airtable was a success. Continue with you Connect and enjoy all the benefits such as automation of workflows, marketing processes, etc. 

Conclusion

Salesforce integration with Appy Pie Connect provides businesses with an efficient way to manage their customer data and streamline their workflows. By automating their sales and marketing processes, businesses can save time, reduce errors, and increase their productivity. With Appy Pie Connect, businesses can easily integrate Salesforce with 1000+ apps, such as Google Sheets, MailChimp, Shopify, and more, to create a seamless and efficient workflow. This integration provides businesses with a competitive advantage by enabling them to focus on their core activities while Appy Pie Connect handles the tedious tasks of data management and automation.