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Enables FlowRunner users to automate core Salesforce Essentials CRM actions—managing leads, contacts, campaigns, attachments, and records—to optimize sales and marketing workflows.
The Salesforce Essentials FlowRunner Extension delivers powerful automation capabilities for small businesses and organizations relying on Salesforce Essentials CRM. This integration streamlines core CRM workflows, enabling teams to seamlessly generate and qualify leads, manage contacts, track campaigns, and maintain vital customer data. Through FlowRunner, users can automate repetitive tasks, enhance data integrity, and orchestrate campaign, sales, and document management processes—all from a unified automation platform.
Ideal use cases include:
- Automated lead generation and qualification for rapid pipeline growth
- Contact profile management and regular database updates
- Real-time campaign tracking and marketing automation
- Sales pipeline management, forecasting, and reporting
- Customer data synchronization with other business systems
- Automated attachment handling and document storage
- Efficient record creation and updating workflows
- Fast, targeted data retrieval via queries and lookups
The Salesforce Essentials FlowRunner Extension provides the following actions for automation:
- Add Contact to Campaign: Adds a specified contact to a Salesforce campaign, enabling targeted marketing and outreach operations directly from your automated workflows.
- Add Lead to Campaign: Enrolls a selected lead into an existing campaign, streamlining lead nurturing and follow-up strategies.
- Create Attachment: Uploads and attaches files or documents to a specific Salesforce Essentials record, automating document management processes.
- Create Record: Generates a new CRM record (such as a Contact, Lead, or Opportunity), making it easy to automate new entries and ensure your customer database is always up-to-date.
- Find Record: Searches for a CRM record using specific identifiers or field values, facilitating quick lookups and data validation in your flows.
- Find Record by Query: Executes a custom query to locate records matching defined criteria, supporting complex data retrieval operations based on business requirements.
- Update Record: Updates fields within an existing CRM record, allowing for seamless data corrections, enrichment, or progress tracking directly through automated flows.
With these actions, organizations can design end-to-end sales, marketing, and service automations that improve efficiency and enhance customer relationships within the Salesforce Essentials environment.
To use the Salesforce Essentials FlowRunner Extension, follow these steps:
- Install the Extension:
- Navigate to FlowRunner Marketplace and install the Salesforce Essentials extension.
- Authenticate with Salesforce Essentials:
- Drag any Salesforce Essentials-related action into the Flow Editor.
- Click Login to authenticate your Salesforce Essentials account using OAuth.
- Start Automating:
- Use the available Salesforce Essentials actions to automate CRM processes, manage contacts, leads, campaigns, attachments, and records directly within your FlowRunner workflows.
The Salesforce Essentials FlowRunner Extension is developed and maintained by Backendless Corp. For any assistance:
- Visit the Backendless Support Forum
- Refer to Salesforce Essentials Help & Documentation for system-specific guidance.
Leverage FlowRunner's automation power to unlock the full potential of your Salesforce Essentials CRM!
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