Salesforce
+
Konnectify
Salesforce Integration with Konnectify
Connect Salesforce to Konnectify to automatically sync CRM records, keep pipelines up to date, and orchestrate
end-to-end workflows across accounts, contacts, leads, opportunities, cases, and more.
Accounts
Contacts
Leads
Opportunities
Cases
Products
Tasks
Events
Attachments
Line Items
Comments & Feed
Custom Objects
28 Triggers
52 Actions
What is Salesforce?
Salesforce is a cloud-based CRM platform that helps teams manage leads, customers, accounts, and sales pipelines in
one place. When you connect Salesforce with Konnectify, you can automate record creation and updates, route
customer requests faster, and keep systems synchronized without manual work.
This integration supports core CRM objects (Accounts, Contacts, Leads, Opportunities, Cases) plus activities, products,
line items, attachments, and custom objects to help you build production-grade workflows.
New to Salesforce?
Create a Salesforce org and set up your CRM objects (Accounts, Contacts, Leads, Opportunities, and Cases).
Visit Salesforce
New to Konnectify?
Build workflows with no-code steps, data mapping, and automated retries across your stack.
Try Konnectify
What you can automate
• Create or update Accounts and Contacts automatically
• Sync Leads to downstream systems for routing and enrichment
• Keep Opportunities and pipeline stages consistent across tools
• Create/track Cases and add comments from other platforms
• Manage Tasks/Events to keep teams aligned on follow-ups
• Add or retrieve Attachments and relate Products/Line Items
API & Authentication
Authentication: OAuth 2.0 authorization
Konnectify connects to Salesforce using OAuth 2.0. During setup, you’ll be redirected to Salesforce to approve access.
Konnectify stores tokens securely to make API calls on your behalf; your Salesforce password is never stored in Konnectify.
What the Salesforce connection can do
- Create, update, delete, find, and upsert standard objects (Accounts, Contacts, Leads, Opportunities, Cases).
- Work with activities (Tasks, Events) and catalog data (Products, Opportunity Line Items).
- Read/write comments and feed items; manage attachments by ID and file content (Base64).
- Create and manage Custom Object records in selected modules.
Environment support
You can connect to either Production or a Sandbox org from the connection settings.
Note: Salesforce API availability, object permissions, and request limits depend on your Salesforce edition and org-level settings.
If you see authorization or “insufficient privileges” errors, confirm the connected user’s object and field permissions.
Official docs: Salesforce Developer Documentation
How to connect Salesforce to Konnectify
Prerequisites
- A Salesforce user with API access enabled (varies by edition).
- A Salesforce Connected App (Client ID + Client Secret) for OAuth 2.0.
- Permission to read/write the objects you plan to automate (e.g., Accounts, Contacts, Leads, Cases).
- A Konnectify account and a workflow to add Salesforce steps to.
Add Salesforce to a Workflow
- Open your Konnectify workspace and create (or open) a workflow.
- Click Add step and search for Salesforce.
- Select a Trigger or Action based on your use case.
Authorize via OAuth 2.0
- Choose your Salesforce environment: Production or Sandbox.
- Enter your Client ID and Client Secret.
- Complete the Salesforce consent screen to finish connecting.
Configure the Trigger or Action
- Select the Salesforce object/module (when required), then map fields from previous steps.
- For “Find” and “Upsert” actions, choose a reliable unique field (like Email or an External ID).
- Save the step and review any required fields highlighted in the configuration.
Warning: Field-level security and validation rules in Salesforce can cause step failures. If a create/update fails,
verify required fields, picklist values, record types, and the connected user’s permissions.
Test the Workflow
- Run a test using a sample record (or create one in Salesforce).
- Confirm field mappings and output data in the workflow run logs.
- If using attachments, validate Base64 and file size constraints.
Activate the Workflow
- Turn the workflow on.
- Monitor initial runs to ensure polling triggers and updates behave as expected.
- Iterate: add filters, retries, and upserts to harden for production.
Triggers
28
Salesforce triggers in Konnectify run using polling (they periodically check for new/updated records). Choose the trigger that matches your object and automation goal.
Accounts
4 triggers
New Account
This trigger fires when a new account is created in Salesforce.
Updated Account
This trigger fires when an account is updated in Salesforce.
New Account In List
This trigger fires when a new Account record appears in a selected list view.
Account CDC
This trigger fires when a change event occurs on an Account and a watched field matches a specific value.
Contacts
4 triggers
New Contact
This trigger fires when a new contact is created in Salesforce.
Updated Contact
This trigger fires when a contact is updated in Salesforce.
New Contact In List
This trigger fires when a new Contact record appears in a selected list view.
Contact CDC
This trigger fires when a change event occurs on a Contact and a watched field matches a specific value.
Leads
2 triggers
New Lead
This trigger fires when a new lead is created in Salesforce.
Updated Lead
This trigger fires when a lead is updated in Salesforce.
Opportunities
3 triggers
New Opportunity
This trigger fires when a new opportunity is created in Salesforce.
Updated Opportunity
This trigger fires when an opportunity is updated in Salesforce.
Opportunity CDC
This trigger fires when a change event occurs on an Opportunity and a watched field matches a specific value.
Cases
5 triggers
New Case
This trigger fires when a new case is created in Salesforce.
Updated Case
This trigger fires when a case is updated in Salesforce.
New Case Comment
This trigger fires when a new comment is added to a Salesforce Case.
Updated Case Comment
This trigger fires when an existing case comment is modified in Salesforce.
Case CDC
This trigger fires when a change event occurs on an Case and a watched field matches a specific value.
Products
2 triggers
New Product
This trigger fires when a new product is created in Salesforce.
Updated Product
This trigger fires when a product is updated in Salesforce.
Tasks
2 triggers
New Task
This trigger fires when a new task is created in Salesforce.
Updated Task
This trigger fires when a task is updated in Salesforce.
Events
2 triggers
New Event
This trigger fires when a new event is created in Salesforce.
Updated Event
This trigger fires when an event is updated in Salesforce.
Associations
2 triggers
New Opportunity Contact Role
This trigger fires when a contact is associated with an opportunity in Salesforce.
Updated Opportunity Contact Role
This trigger fires when an Opportunity Contact Role is updated in Salesforce.
Line Items
2 triggers
New Opportunity Line Item
This trigger fires when a new OpportunityLineItem is created in Salesforce.
Updated Opportunity Line Item
This trigger fires when an OpportunityLineItem is updated in Salesforce.
Custom Objects
2 triggers
Record Created In Custom Module
This trigger fires when a new record is created in Salesforce under the selected module
Record Updated In Custom Module
This trigger fires when a custom record is updated in Salesforce under the selected module
Actions
52
Use actions to create, find, update, delete, or upsert Salesforce records. Combine them with triggers to build reliable,
end-to-end CRM automations.
Attachments
4 actions
Get Attachment Content
Fetches a specific attachment by its ID and returns its file content encoded in Base64.
Get Attachment IDs
Fetches a list of all attachment IDs associated with a specific parent record (e.g., an Account, Contact, or Case).
Add Attachment
Attaches a file to a Salesforce record from a public URL or a Base64 string.
Add Feed Comment
Creates a new FeedComment record associated with a specific FeedItem.
Cases
5 actions
Create Case
Creates a new case record in Salesforce.
Update Case
Updates an existing case in Salesforce.
Delete Case
Permanently deletes a case by its ID.
Find Case
Retrieves a single Case record based on the provided data.
New Comment in Case
Creates a new CaseComment record associated with a specific Case.
Accounts
5 actions
Create Account
Creates a new account record in Salesforce.
Update Account
Updates an existing account in Salesforce.
Delete Account
Permanently deletes a Account by its ID.
Find Account
Retrieves a single account record based on the provided data.
Upsert Account
Creates a new Account or updates an existing one based on a selected unique field.
Contacts
5 actions
Create Contact
Creates a new contact record in Salesforce.
Update Contact
Updates an existing contact in Salesforce.
Delete Contact
Permanently deletes a contact by its ID.
Upsert Contact
Creates a new Contact or updates an existing one based on a selected unique field.
Find Contact
Retrieves a single contact record based on the provided data.
Leads
5 actions
Create Lead
Creates a new lead record in Salesforce.
Update Lead
Updates an existing lead in Salesforce.
Delete Lead
Permanently deletes a lead by its ID.
Upsert Lead
Creates a new Lead or updates an existing one based on a selected unique field.
Find Lead
Retrieves a single lead record based on the provided data.
Opportunities
5 actions
Create Opportunity
Creates a new opportunity record in Salesforce.
Update Opportunity
Updates an existing opportunity in Salesforce.
Delete Opportunity
Permanently deletes an opportunity by its ID.
Upsert Opportunity
Creates a new Opportunity or updates an existing one based on a selected unique field.
Find Opportunity
Retrieves a single opportunity record based on the provided data.
Associations
5 actions
Create Opportunity Contact Role
Creates a new Opportunity Contact Role record in Salesforce.
Update Opportunity Contact Role
Updates an existing Opportunity Contact Role in Salesforce.
Delete Opportunity Contact Role
Permanently deletes an Opportunity Contact Role by its ID.
Find Opportunity Contact Role by ID
Retrieves an OpportunityContactRole record directly by its Salesforce record ID.
Find All Opportunity Contact Roles
Finds Opportunity Contact Roles using SOQL query.
Products
4 actions
Create Product
Creates a new product record in Salesforce.
Update Product
Updates an existing product in Salesforce.
Delete Product
Permanently deletes a product by its ID.
Find Product
Retrieves a single product record based on the provided data.
Tasks
4 actions
Create Task
Creates a new task record in Salesforce.
Update Task
Updates an existing task in Salesforce.
Delete Task
Permanently deletes a task by its ID.
Find Task
Retrieves a single task record based on the provided data.
Events
4 actions
Create Event
Creates a new event record in Salesforce.
Update Event
Updates an existing event record in Salesforce.
Delete Event
Permanently deletes an event by its ID.
Find Event
Retrieves a single event record based on the provided data.
Line Items
4 actions
Create Opportunity Line Item
Creates a new Opportunity Line Item (Product) record in Salesforce.
Update Opportunity Line Item
Updates an existing Opportunity Line Item in Salesforce.
Delete Opportunity Line Item
Permanently deletes an Opportunity Line Item by its ID.
Find Opportunity Line Item
Retrieves a single Opportunity Line Item record based on the provided data.
Custom Objects
4 actions
Create Custom Module
Creates a custom record in the selected Salesforce module
Delete Custom Records By ID
Permanently deletes a record in the selected Salesforce module by its ID.
Update Custom Module
Update an existing record of custom module in Salesforce
Get Custom Record By ID
Get a custom record in the selected Salesforce module
Popular automations
Examples of real-world workflows you can build with Salesforce + Konnectify.
Auto-route new leads and prevent duplicates
When a Lead is created, look it up by key fields and upsert to keep your CRM clean and consistent.
New Lead
→
Find Lead
→
Upsert Lead
Sync accounts into a standard format
When an Account is updated, normalize important fields and write back changes reliably.
Updated Account
→
Update Account
Notify and collaborate on case updates
When a Case is updated, automatically add a standardized internal comment for your support process.
Updated Case
→
New Comment in Case
Keep opportunity products aligned
When an Opportunity Line Item is created, find it by criteria and update downstream details (e.g., description or pricing fields).
New Opportunity Line Item
→
Find Opportunity Line Item
→
Update Opportunity Line Item
FAQ
How does Salesforce authentication work in Konnectify?
Salesforce uses OAuth 2.0. You’ll select Production or Sandbox, provide the Connected App Client ID/Secret, and then approve access in Salesforce. Konnectify uses secure tokens for API calls; your Salesforce password is not stored.
Which Salesforce plans/editions are supported?
Any Salesforce edition that includes API access and allows creating a Connected App can work. Availability of specific objects and features depends on your org configuration, permissions, and Salesforce licensing.
Are Salesforce triggers real-time?
No—triggers in this integration are polling-based. Konnectify checks Salesforce periodically for new or updated records that match your trigger. This can introduce a short delay depending on your workflow schedule and polling interval.
How can I prevent duplicates when syncing Contacts/Leads/Accounts?
Use Upsert actions (Upsert Account/Contact/Lead/Opportunity) with a unique field such as Email or a Salesforce External ID. When possible, pair Upsert with a “Find” step to decide whether to create or update.
What about Salesforce API limits and rate limiting?
Salesforce enforces daily and per-interval API limits. Polling triggers can increase API usage, especially across multiple workflows. If you encounter rate-limit errors, reduce polling frequency, add filters to narrow records, and batch downstream logic where possible.
Can I connect multiple Salesforce orgs (or multiple users)?
Yes. Create separate Salesforce connections in Konnectify (e.g., “Salesforce - Prod” and “Salesforce - Sandbox”, or different business units). Then select the appropriate connection per workflow step.
How do attachments work (URL vs Base64) in “Add Attachment”?
You can attach files to Salesforce records either by providing a publicly accessible file URL or by sending file content as a Base64 string. Use “Get Attachment IDs” + “Get Attachment Content” when you need to copy files between records or systems.
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