Connect Salesforce with Glow
Salesforce is where enterprise sales and service teams keep the system of record for accounts, opportunities and cases. Connect it to Glow to trigger workflows on new leads or opportunity changes, and to create or update Salesforce records automatically from activity happening anywhere else in your stack.
Connect SalesforceWhat you can do
Triggers
- New leadFires when a new lead record is created.
- Opportunity stage changedFires when an opportunity moves to a new stage.
- New caseFires when a support case is created.
- Record updatedFires when a chosen field on any watched object changes.
Actions
- Create recordCreate a new record on any standard or custom object.
- Update recordUpdate fields on an existing record.
- Find recordLook up a record by field value or query.
- Create caseOpen a new support case.
Use cases
Opportunity won, provisioning kicked off
When an opportunity closes as Won, create the customer’s workspace and post a welcome message in Slack for the onboarding team.
Support case escalation
High-priority cases created in Salesforce automatically notify #support-escalations in Slack and open a matching Zendesk ticket for the support queue.
Marketing-to-sales handoff
Leads that reach a qualifying score in HubSpot are created as leads in Salesforce, keeping both systems in sync without duplicate entry.
How it works
Connect your account
Authorize Glow to access your Salesforce account in a couple of clicks — no API keys or webhooks to configure by hand.
Pick a trigger or action
Choose one of Salesforce's triggers to start a workflow, or drop in one of its actions as a step further down the chain.
Map the data
Wire fields from Salesforce into the rest of your workflow — Glow handles the formatting so every step downstream gets what it expects.
Turn it on
Publish the workflow and Glow runs it automatically from then on, every time the trigger fires.
Related integrations
HubSpot
Keep contacts, deals and marketing lists in sync with everywhere else your revenue team works.
Zendesk
Turn new and updated tickets into triggers, and close the loop by updating tickets from anywhere else in your stack.
Intercom
Turn conversations into triggers and keep customer context flowing between chat and everywhere else you track customers.
Capture leads from posts and lead-gen forms and get them into your CRM before anyone else follows up.