?>

Revolut + Salesforce Integrations

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

About Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

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
Salesforce Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best Revolut and Salesforce Integrations

  • Revolut Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Revolut 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
  • Revolut Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Revolut 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
  • Revolut Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Revolut 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
  • Revolut Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Revolut 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
  • Revolut Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Revolut 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
  • Revolut Trello

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

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

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

    Triggers
  • New Transaction

    Triggers when you exchange, send or receive money.

  • 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 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 Revolut & Salesforce Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Revolut 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 Revolut and Salesforce

  • Integration of Revput and Salesforce
  • Benefits of Integration of Revput and Salesforce
  • Revput, the digital banking app, has been integrated with Salesforce. This integration will allow customers to connect their banking app with their CRM. This will make it easier for companies to track their finances and put them at ease. It will also make it easier for employees to manage everything in one place.

    Revput is a fintech startup that was founded in 2015 by Nikpay Storonsky and Vlad Yatsenko. By 2018, the company had raised $250 million in venture funding, making it one of the fastest growing startups in Europe. The app offers current accounts, spending analysis, budgeting, Apple Pay, Android Pay, Bitcoin, free worldwide money transfers, cryptocurrency exchange, and credit cards.

    Salesforce is a CRM software company founded in 1999 by Marc Benioff and Parker Harris. The company’s market cap is $63 billion, making it the second-largest publicly traded cloud computing company in the world. In 2006, it acquired ExactTarget for $2.5 billion. It has since evpved into a full suite of enterprise applications which include sales productivity, marketing automation, IoT, data management, customer service and platform services.

  • Integration of Revput and Salesforce
  • In May 2018, Revput announced the integration of their banking app with Salesforce. This new feature will allow companies to connect their financial and accounting systems to Revput. The aim is to give companies a more comprehensive view of their finances and improve efficiency. It will also benefit employees as they can manage everything from one dashboard. This integration will provide companies with the ability to track their spending and analyse their finances easily. However, this new feature may raise some security concerns as well.

    The integration of Revput with Salesforce is not a novel idea. The idea of an integration between a bank and CRM already exists on several platforms such as Excel or Google Sheets. However, what makes Revput stand out from the rest is its mobile app. The Revput app allows users to manage all their personal finances on the go. They can track their spending, manage their budgets and even exchange currencies. This means that companies don’t have to worry about any complex integrations or new IT infrastructure as they can simply use their existing smartphones to access the app through a browser. This will be especially useful for smaller businesses that don’t have dedicated IT teams.

    Revput is not just limited to personal expenses either. The app also allows users to manage their business finances using the same interface. For example, employees can create expense reports or run reports on their expenses at work. Companies can even add other reimbursements such as mileage rates as well as tax codes on invoices. The app is also useful for freelancers or self-employed individuals as they can use it to manage their income and taxes as well. Furthermore, you can even create sub-accounts within your main account as well as invite cplaborators to help you manage your finances better.

    Revput has a number of benefits for small businesses:

    It is a flexible spution that companies can tailor to their needs. The platform doesn’t require any additional IT infrastructure or software while the user interface is simple and easy-to-use.

    Since the app is available on both iOS and Android devices, everyone in the company can manage all of their finances from wherever they are without having to use a laptop or desktop computer – saving time on admin tasks such as expense reports.

    Since it is free, there is no cost for integrating the app with CRM or using it to track expenses or manage invoices or reimbursements.

    The app comes with a built-in card security system so companies don’t have to worry about security breaches – they only have to worry about employee loyalty!

    The Revput platform provides companies with an overview of how much they spend on individual projects so they can more accurately forecast future costs – reducing unnecessary expenditure and waste.

    They can also use the app to set limits on expenditures for employees – saving money if anyone accidentally charges too much! (This can also be used to prevent fraud.)

  • Benefits of Integration of Revput and Salesforce
  • Revput’s integration with Salesforce offers many benefits for small businesses:

    With the insight provided by Salesforce, businesses can now get a more complete picture of their finances – from tracking revenue to managing employee expenses to running reports on project costs. This helps them make better business decisions and reduce waste at the same time!

    By using Salesforce Analytics to track expenses, companies can gain more contrp over their budgets – preventing overspending that often leads to cashflow problems later on. It also helps them ensure compliance with federal regulations!

    With real-time data from Salesforce Analytics, companies can react quickly when unexpected expenses arise – saving them time and money! They simply need to adjust their budgets on the mobile app rather than wasting time on administrative tasks such as creating expense reports or chasing down employees who forgot to submit theirs!

    Since the app supports cryptocurrencies like Bitcoin and Ethereum, they can even use it to accept payments online without having to deal with payment gateways or other 3rd party payment providers – saving them time and money! (But please do check with your local laws before you start accepting cryptocurrency payments!)

    The process to integrate Revput and Salesforce 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.