• Support
127K

Active customer integrations

49M

Total integration runs

*count across our customer base

Inter

Yes, we can do that

With an ever-expanding list of triggers, control actions, and connections,
Kissflow ticks all of your boxes

Dynamic triggers for
conditional processes

  • Over 40 internal event triggers
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    Prebuilt, no-code triggers from external systems
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    Schedulers based on days, weeks, or months
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    Catch webhooks from any other system
Trigger-usecase

Bring your ecosystem together

  • Over 36 no-code connectors to external systems
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    Send data through HTTP, REST, or SOAP calls
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    Swift connections to your ERP and CRM
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    Custom logic with direct coding for advanced connections
KF-Connector

Go beyond the basics and
take full control

  • Control your data’s path through conditional routing
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    Iterate through records and perform data validations
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    Design processes to handle multiple tasks concurrently
Iteration

Maintain transparency and accountability with every action

  • Track app changes, detect anomalies, and maintain compliance
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    View past app instances and modify them for improvement
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    Set multiple authorization protocols to safeguard sensitive data
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    Tailor roles and permissions for user groups to maintain data integrity
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Integrate Salesforce With Kissflow

Integrate Kissflow with Salesforce to streamline processes, oversee projects, and monitor customer engagements seamlessly from a single platform.
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127K

Active customer integrations

4.9M

Total integration runs

*count across our customer base

Kissflow Platform Integrations Kissflow Platform Integrations

Key Points

  • Enhanced Consistency
  • Streamlined Workflows
  • Improved Insights
  • Realtime Reporting

Salesforce
What, Why, and How to Integrate

What is Salesforce?

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses of all sizes manage and enhance their relationships with customers. At its core, Salesforce provides tools to streamline various aspects of business operations, including sales, customer service, marketing, and analytics.

Salesforce is highly customizable and scalable, allowing businesses to tailor the platform to meet their needs. Its cloud-based nature ensures users can access the platform from anywhere, enabling real-time collaboration and enhanced productivity.

Why Integrate Salesforce with Kissflow?
Why integrate Salesforce with Kissflow?

Integrating Salesforce with Kissflow can provide businesses with several benefits:

1. Automated Workflows: Kissflow allows you to automate various business processes, and integrating it with Salesforce can help in automating workflows that involve sales data, lead management, and customer engagement.

2. Centralized Data Management: You can centralize your customer data by integrating both platforms. This aids in reducing errors, preventing data silos, and ensuring that all teams have access to up-to-date information.

3. Enhanced Reporting and Analytics: Combining Salesforce’s robust CRM capabilities with Kissflow’s process management can provide comprehensive insights into sales performance, team productivity, and overall business performance.

4. Ease of Use: Kissflow is designed to be user-friendly with its no-code approach. When integrated with Salesforce, it can reduce the complexity of managing workflows that involve CRM data.

5. Customization: The integration allows businesses to customize workflows according to their specific needs, whether tracking leads more efficiently, managing sales orders, or automating customer onboarding processes.

6. Scalability: As businesses grow, their processes also need to scale. Integrating Kissflow with Salesforce can help in scaling operations smoothly while maintaining efficiency.

7. Reduced Training Time: Since both platforms are user-friendly, integrating them can reduce the training time required for team members to adapt to new processes.

8. Improved Lead Management: With seamless data flow between Salesforce and Kissflow, sales teams can manage leads more effectively, ensuring timely follow-ups and conversion tracking.

How to connect Salesforce with Kissflow?
How to integrate Salesforce with Kissflow?

  1. Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Next, click the New integration button to provide a name and description for your integration.

  2. Once inside your editor, set up a trigger and action steps as necessary, for example, your trigger event can be Webhooks by Kissflow. You can use the hook URL to catch data from any external applications of your choice. For instance, a Shopify order you receive in your online store.

  3. After setting up your trigger and action step above, click the Add button (+) next to set up your action step. Search for the Salesforce connector and select the desired action from the above list.
  4. After choosing your action event, authenticate the connector. Click +Add an account and sign in using your Salesforce account. Kissflow uses Salesforce’s OAuth for authentication.
  5. After authenticating with your Salesforce account, add relevant values against the Salesforce form fields. You can hit Refresh fields to view all the updated fields in the selected Salesforce form.
    You can also map Salesforce fields from your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed.
  6. Click Next. 
  7. After a successful configuration, test whether your Salesforce action step is set up correctly by clicking the Test button. The connector will pull field data from your selected Salesforce account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.

>> Click here to learn more

Setting up a Salesforce connector

After creating a custom workflow with your Salesforce connector's action steps, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the selected Salesforce action is activated and changes are reflected in your Salesforce account.

 

Key Actions Unleashed by Integrating
Salesforce

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Frequently Asked Questions

Salesforce-Kissflow integration allows seamless data flow between Salesforce, a leading customer relationship management (CRM) platform, and Kissflow, a process management and workflow automation tool. This integration enables users to automate workflows, track customer interactions, and manage processes more efficiently by synchronizing data between the two platforms.
Setting up the integration requires accessing the integration settings in both Salesforce and Kissflow. Start by enabling API access in Salesforce. Next, use Kissflow's integration features to connect to Salesforce using the API keys or authentication tokens provided by Salesforce. After establishing the connection, you can map fields and set up triggers to synchronize data between the two applications based on your business needs.
Integrating Salesforce with Kissflow offers several benefits, including: - Enhanced Workflow Automation: Streamline processes by automating tasks across both platforms. - Improved Data Consistency: Ensure that data entered in Salesforce is reflected in Kissflow, reducing manual entry errors. - Better Customer Insights: Access comprehensive data and insights from both platforms to improve decision-making. - Increased Productivity: Automate repetitive tasks, allowing teams to focus on more strategic activities. - Customizable Workflows: Tailor workflows in Kissflow to meet the specific needs of your sales processes.
Yes, you can automate workflows in Kissflow using data from Salesforce. By utilizing triggers and actions in Kissflow, you can initiate workflows based on specific conditions met in Salesforce, such as the creation of a new lead or the update of an existing contact. This capability allows for advanced automation, ensuring that your team can respond and act quickly to customer-related events.
Yes, both Salesforce and Kissflow provide support resources for troubleshooting integration issues. You can access community forums, detailed documentation, and knowledge bases on both platforms. Additionally, you can reach out to customer support teams for personalized assistance. It is also helpful to have a clear understanding of the integration setup and error logs to facilitate effective troubleshooting.

Frequently Asked Questions

Kissflow offers extensive integration capabilities that let you connect to your favorite apps and tools. The platform enables seamless data exchange, eliminates manual errors, and accelerates decision-making processes. This efficiency boost translates to cost savings, improved productivity, and increased revenue for your business.
Kissflow offers integration capabilities with a wide range of popular applications, including CRM systems like Salesforce, project management tools like Asana, communication platforms like Slack, and many more. Whether you're looking to streamline sales processes, manage projects more effectively, or enhance collaboration across teams, Kissflow provides the flexibility to integrate with the tools you already use and love.
Yes, Kissflow integration is designed to be user-friendly and intuitive, making it easy to set up and manage even for non-technical users. With a simple drag-and-drop interface and guided setup process, you can quickly configure integrations to meet your business needs. Plus, Kissflow offers comprehensive support and resources to help you every step of the way, ensuring a smooth and hassle-free integration experience.
Absolutely! Kissflow integrations are designed to automate repetitive tasks and streamline workflows, allowing you to focus on more strategic activities. Whether automating data entry, triggering notifications based on specific events, or syncing information between different systems, Kissflow empowers you to automate routine processes and free up valuable time for higher-value work.
Yes, Kissflow integrations are highly customizable, allowing you to tailor them to your requirements. Customize data mappings, define workflow rules, connect with proprietary systems, and create integrations that align perfectly with your organization's goals and workflows.

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