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Salesforce + Alegra Integrations

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

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.

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Alegra Integrations

Best Salesforce and Alegra Integrations

  • Salesforce Salesforce

    Alegra + Salesforce

    Create a new contact in Salesforce for every new Alegra contact Read More...
    When this happens...
    Salesforce New Contact
     
    Then do this...
    Salesforce Create Record
    Do you want new Alegra contacts to be automatically populated into Salesforce? Alegra- Salesforce integration provides a simple way to import new Alegra contacts to Salesforce as a contact. Once setup is complete, whenever a new contact is added to Alegra, Appy Pie Connect will automatically add them to Salesforce as new contacts.
    How This Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect adds it to Salesforces as a new contact
    Apps Involved
    • Alegra
    • Salesforce
  • Salesforce Google Calendar

    Salesforce + Google Calendar

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

    Salesforce + Google Calendar

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

    Salesforce + Slack

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

    Salesforce + Slack

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

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

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

It's easy to connect Salesforce + Alegra 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.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    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.

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

How Salesforce & Alegra Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Salesforce and Alegra

Salesforce?

Salesforce is a cloud-based CRM software. It provides different sputions for management of customer relationships. Salesforce is known as a company that provides sputions for sales, marketing and service. It was founded by Parker Harris and Dave Moellenhoff in the year of 1999. Salesforce has a huge market share and is considered as a leader of CRM space. Its product is used by more than 215,000 customers around the world. It has a huge enterprise base and is used by large enterprises as well as small companies. It provides customer relationship management(CRM. software to its users. It also provides cloud computing services to its users. It also provides numerous applications on its platform. Some of these applications are Chatter, Heroku, SalesforceIQ, Einstein, Service Cloud, etc.

Key Points

● Salesforce was founded by Parker Harris and Dave Moellenhoff in the year of 1999.

● It is a cloud-based CRM software.

● It provides sputions for sales, marketing and service.

● It has a huge market share and is considered as a leader of CRM space.

● It has more than 215,000 customers across the globe.

● It provides customer relationship management(CRM. software to its users.

● It also provides cloud computing services to its users.

● It also provides numerous applications on its platform.

Alegra?

Alegra is an e-commerce platform based on cloud computing technpogy. It provides various sputions for e-commerce websites like it provides online store platform that enables business owners to create an online storefront that allows them to sell their products online. It provides payment gateways that help business owners to cplect money from customers via credit cards, PayPal, etc. The other features offered by Alegra are order management, inventory management, shipping management, marketplace creation, etc. It offers scalable architecture so that businesses can grow with it. Alegra has multiple types of subscription plans depending upon the business needs of business owners. These plans are Standard Plan, Professional Plan, Premium Plan, Developer Plan, Enterprise Plan and Lifetime Plan. Alegra also provides free trial period to all its users so that they can experience the full benefits of its services before subscribing to one of its plans. The free trials last for 14 days. Alegra has a great support system for its customers who are facing problems or issues related to the use of the services provided by this company. This support system can be contacted through email or via phone call which is available 24/7 to its customers. The website of Alegra is www.allegraecommerce.com.

Key Points

● Alegra is an e-commerce platform based on cloud computing technpogy.

● It provides various sputions for e-commerce websites like it provides online store platform that enables business owners to create an online storefront that allows them to sell their products online etc.

● It provides payment gateways that help business owners to cplect money from customers via credit cards, PayPal etc.

● The other features offered by Alegra are order management, inventory management, shipping management, marketplace creation etc.

● It offers scalable architecture so that businesses can grow with it etc.

● Alegra has multiple types of subscription plans depending upon the business needs of business owners etc.

The process to integrate Salesforce and Alegra 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.