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Connect Cloutly to Salesforce

Automate workflows and sync data between Cloutly and Salesforce with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Cloutly & Salesforce?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Cloutly and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Cloutly and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Cloutly logo

Cloutly

Actions (2)

Send Review Invite

Sends a review invite to your customer.

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Cloutly trigger → Create/Update in Salesforce

Most Popular
CloutlyCloutly

New event occurs

SalesforceSalesforce

Run Query (Advanced)

When Salesforce trigger → Update Cloutly

Bi-directional
SalesforceSalesforce

New Record

CloutlyCloutly

Send Review Invite

How It Works

1

Connect Apps

Authenticate your Cloutly and Salesforce accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Cloutly and Salesforce with 2 available triggers for instant updates.

Automated Actions

Execute 7 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Cloutly and Salesforce in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Cloutly and Salesforce with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Salesforce logoCloutly logo

Reverse Integration Available

Also connect Salesforce to Cloutly for bidirectional automation

View Integration
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All Cloutly Integrations

Explore all available Cloutly connections

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All Salesforce Integrations

Explore all available Salesforce connections

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Ready to Connect Cloutly & Salesforce?

Join thousands of users automating their workflows with Mazaal AI