All integrations
Salesforce integration
Sync enriched accounts, contacts, leads, and opportunities into Salesforce. Bring records into your tables, enrich and score them there, then write the results back to Salesforce.
Actions available with Salesforce. Each one is a step in a Baseloop workflow.
- Create Activity Create a note, task, or event in Salesforce for an Account, Contact, Lead, or Opportunity
- Create Object Push enriched table rows into Salesforce as new Accounts, Contacts, Leads, or Opportunities
- Import Accounts Import Accounts from a Salesforce list view into your table
- Import Accounts by Criteria Import Salesforce Accounts that match your filter criteria into your table
- Import Contacts Import Contacts from a Salesforce list view into your table
- Import Contacts by Criteria Import Salesforce Contacts that match your filter criteria into your table
- Import Leads Import Leads from a Salesforce list view into your table
- Import Leads by Criteria Import Salesforce Leads that match your filter criteria into your table
- Import Opportunities Import Opportunities from a Salesforce list view into your table
- Import Opportunities by Criteria Import Salesforce Opportunities that match your filter criteria into your table
- Lookup Object Search for Accounts, Contacts, Leads, or Opportunities in Salesforce using your table data
- Update Object Update an existing Account, Contact, Lead, or Opportunity in Salesforce from your table data
Salesforce actions
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