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Connect Salesforce to Nutshell

Name: Salesforce to Nutshell Integration
Availability: InStock

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

5-minute setup

Enterprise secure

No coding required

Why Connect Salesforce & Nutshell?

Intelligent Automation Workflows

Leverage 10 available triggers from Salesforce to execute 20 targeted actions in Nutshell automatically.

Eliminate Manual Data Entry

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

Real-time Business Intelligence

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

Available Triggers & Actions

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Nutshell

Triggers (3)

New Lead

Emit new event when a new lead is created.

polling

New Lead Won

Emit new event when a lead is won.

polling

New Person Profile Created

Emit new event when a new person profile is created.

polling

Actions (20)

Create Company

Creates a new company within Nutshell. See the documentation

Create Contact

Creates a new contact. See the documentation

Create Lead

Initiates a new lead within Nutshell. See the documentation

Get Company

Get an account (company) by ID. See the documentation

Get Contact

Get a contact by ID. See the documentation

Get Lead

Get a lead by ID. See the documentation

List Account Type Id Options

Retrieves available options for the Account Type Id field.

List Audience Id Options

Retrieves available options for the Audience Id field.

List Company ID Options

Retrieves available options for the Company ID field.

List Contact Id Options

Retrieves available options for the Contact Id field.

List Industry Id Options

Retrieves available options for the Industry Id field.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Market Id Options

Retrieves available options for the Market Id field.

List Territory Id Options

Retrieves available options for the Territory Id field.

Search Companies

Search companies (accounts) by string. Returns raw API results (array of account stubs). See the documentation

Search Contacts

Search contacts by string. Returns an array of contacts with id, displayName, primaryEmail, and primaryPhone. See the documentation

Search Leads

Search leads by string. Returns formatted results: id, description, status, completion, value, primaryCompanyName, primaryContactName, isOverdue, lastContactDate, dueTime. See the documentation

Update Company

Update an existing company (account). Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Contact

Update an existing contact. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Lead

Update an existing lead. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below. See the documentation