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Connect Salesforce to Upgrade.chat

Automate workflows and sync data between Salesforce and Upgrade.chat with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Salesforce & Upgrade.chat?

Intelligent Automation Workflows

Leverage 2 available triggers from Salesforce to execute 6 targeted actions in Upgrade.chat automatically.

Eliminate Manual Data Entry

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

Real-time Business Intelligence

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

Available Triggers & Actions

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
Upgrade.chat logo

Upgrade.chat

Triggers (3)

New Lead

Triggers when a new lead is created

webhook
New Payment

Triggers when a new payment is created

webhook
New Subscription

triggers when a new subscription is created

webhook

Actions (6)

Add or Update Contact

Creates a new contact.

Auth Required
Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Auth Required
Add or Update Subscription

Creates a new subscription.

Auth Required
Create Invoice

Creates a new invoice in the CRM.

Auth Required
Create Product

Creates a new product in the CRM

Auth Required
Get Contact Details

Get Contact Details

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 Salesforce trigger → Create/Update in Upgrade.chat

Most Popular
SalesforceSalesforce

New Record

Upgrade.chatUpgrade.chat

Add or Update Contact

When Upgrade.chat trigger → Update Salesforce

Bi-directional
Upgrade.chatUpgrade.chat

New Lead

SalesforceSalesforce

Run Query (Advanced)

How It Works

1

Connect Apps

Authenticate your Salesforce and Upgrade.chat 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 Salesforce and Upgrade.chat with 5 available triggers for instant updates.

Automated Actions

Execute 11 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 Salesforce and Upgrade.chat in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Salesforce and Upgrade.chat with intelligent suggestions and validation.

Error Handling

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

Ready to Connect Salesforce & Upgrade.chat?

Join thousands of users automating their workflows with Mazaal AI