Salesforce integration

Sync enriched accounts, contacts, leads, and opportunities into Salesforce. Any Salesforce record event can trigger a downstream Baseloop workflow, and the records sync back enriched and scored.

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Actions available with Salesforce

Each action is one step you can drop into a Baseloop workflow.

Create Activity

Create a note, task, or event in Salesforce for an Account, Contact, Lead, or Opportunity

See action

Create Object

Push enriched table rows into Salesforce as new Accounts, Contacts, Leads, or Opportunities

See action

Import Accounts

Import Accounts from a Salesforce list view into your table

See action

Import Contacts

Import Contacts from a Salesforce list view into your table

See action

Import Leads

Import Leads from a Salesforce list view into your table

See action

Import Opportunities

Import Opportunities from a Salesforce list view into your table

See action

Lookup Object

Search for Accounts, Contacts, Leads, or Opportunities in Salesforce using your table data

See action

Update Object

Update an existing Account, Contact, Lead, or Opportunity in Salesforce from your table data

See action

Salesforce works well with

Salesforce actions

Other integrations