Salesforce
Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

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Create Salesforce Account

DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.

Add Contact To Campaign

Adds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

Add Lead To Campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

Add Product To Opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply Lead Assignment Rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Associate Contact To Account

Associates a contact with an account by updating the contact's AccountId field.