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Connect Vision6 to Salesforce

Name: Vision6 to Salesforce Integration
Availability: InStock

Automate workflows and sync data between Vision6 and Salesforce with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Vision6 & Salesforce?

Intelligent Automation Workflows

Leverage 6 available triggers from Vision6 to execute 24 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Vision6 and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Vision6 and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Vision6

Triggers (6)

Contact Activated

Emit new event when a contact is activated

polling

Contact Deactivated

Emit new event when a contact is deactivated

polling

Contact Subscribed

Emit new event when a contact is subscribed

polling

Contact Unsubscribed

Emit new event when a contact is unsubscribed

polling

Contact Updated

Emit new event when a contact is updated

polling

New Contact

Emit new event when a new contact is added

polling

Actions (8)

Create Contact

Create a new contact. See the docs here

Deactivate Contact

Deactivate an existing contact. See the docs here

Delete Contact

Delete a contact. See the docs here

List List Options

Retrieves available options for the List field.

Reactivate Contact

Reactivate an existing contact. See the docs here

Subscribe Contact

Subscribe an existing contact. See the docs here

Unsubscribe Contact

Unsubscribe an existing contact. See the docs here

Update Contact

Update an existing contact. See the docs here

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