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Clubhouse + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Clubhouse and Salesforce

About Clubhouse

Clubhouse is a simple and beautiful way to plan and build software.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Clubhouse and Salesforce Integrations

  • Clubhouse Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Clubhouse New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Clubhouse Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Clubhouse New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Clubhouse Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Clubhouse New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Clubhouse Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Clubhouse New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Clubhouse Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Clubhouse New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Clubhouse Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Clubhouse {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Clubhouse + Salesforce in easier way

It's easy to connect Clubhouse + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Story

    Creates a new story.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Clubhouse & Salesforce Integrations Work

  1. Step 1: Choose Clubhouse as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Clubhouse with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Clubhouse and Salesforce

The Salesforce integration with Clubhouse has become very popular in the past few years. The Salesforce integration with Clubhouse is used for many different things such as:

  • Reminders of user tasks
  • Automatic linking of records from Salesforce to Clubhouse
  • Automation of time-consuming tasks in Clubhouse for users
  • Improving data quality and consistency between Salesforce and Clubhouse
  • User friendly dashboard for users to make it easier to view all information in one place that they need to do their job
  • Integrating other third party apps to Salesforce is possible using the Salesforce integration with Clubhouse
  • Clubhouse is a software that is built on top of Salesforce for the spe purpose of being a top for project managers to manage their projects in an easy way. It helps them keep track of tasks, workflows, etc. It also includes document management, calendars, dashboards, etc. All these features are available for free to all Salesforce users, which make it very easy to use and cost effective for companies and users. In contrast, Salesforce is a software that is used for CRM (Customer Relationship Management. and it can be used by a wide range of companies for many different purposes. Some of the most common uses are sales, marketing, and operations. Most companies use it for sales and marketing nowadays because there is no better CRM out there than Salesforce. However, Salesforce has a very steep learning curve because it requires a lot of training to learn how to use every feature of it efficiently. On the contrary, Clubhouse is much easier to use which makes it very useful for project managers because they can get started right away without having to spend hours or days learning how to use it. Other uses of Clubhouse are helpful when you have multiple users in your company who need access to Salesforce at the same time because Clubhouse allows you to set up a single dashboard where multiple people can view their tasks at once instead of everyone needing their own login to separate Salesforce accounts. Moreover, Clubhouse has integrations with many other apps like Slack, Outlook, Google calendar, etc. so you can easily import all your tasks from those apps into Clubhouse which makes your life much easier because you can see everything related to your job in one place without having to open multiple tabs in your browser to check your emails and calendar. There are many more reasons why Salesforce and Clubhouse integration is useful but I think the ones mentioned above are the most important ones.

    In conclusion, I think that the integration of Salesforce and Clubhouse is extremely beneficial to both companies and users because it makes the lives of those users much easier by making sure that they will never miss a deadline or forget about an important task. It also makes the lives of the companies much easier by improving data quality and consistency between those two apps making sure that all information stored in one app is stored in the other app as well so no information is lost along the way. Also, integrations between both apps ensure that companies don’t have to spend money on third party apps like Slack because they can use Slack’s integration with Salesforce instead of wasting time on creating their own Slack integration. Overall, I think that Salesforce and Clubhouse should keep doing what they’re doing at this moment because it is very advantageous for both users and companies and I am sure that it will continue bringing a lot of benefits to both parties in the future as well.

    The process to integrate Clubhouse and RingCentral may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.