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Salesforce + Miro Integrations

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

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 Miro

Miro (formerly RealtimeBoard) is an intuitive visual collaboration and whiteboarding platform for cross-functional teams.

Miro Integrations

Best Salesforce and Miro Integrations

  • 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 Trello

    Salesforce + Trello

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

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

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

It's easy to connect Salesforce + Miro 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 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 Board

    Creates a new board.

How Salesforce & Miro 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 Miro as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Miro 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 Miro

Salesforce?

Salesforce is an enterprise cloud computing company. It develops and markets a customer relationship management (CRM. application called Sales Cloud, with which companies can track and manage leads, contacts, opportunity, accounts, and sales. The product integrates with Microsoft Outlook, Microsoft Excel, Google, Oracle, SAP and other applications. In March 2014, Salesforce launched the Salesforce1 Platform.

Miro?

Miro is a free video player application that allows users to stream, download, or record videos from the Internet. It includes support for several formats and codecs out of the box, including Flash Video (FLV), MKV, MP4, Ogg Video, WebM, WMV, Real Media (RMVB), QuickTime (MOV), Google’s VP8, and OGG Vorbis Audio. Users can also add their own file formats by installing plugins. In addition to video playback, Miro supports a number of additional features, such as audio-only playback and streaming from a number of well known sites. Miro also allows users to view the videos on their TV using Google TV or XBMC.

Integration of Salesforce and Miro

To integrate Salesforce with Miro, you need to install Salesforce Sales Cloud connector. Then Salesforce will automatically pull down data into Miro. You will be able to see your contacts in the People tab in Miro. Also you will see your opportunities in the Opportunities tab in Miro. In Opportunities tab you will be able to see opportunities organized by stage as well as opportunity details like its value, probability of closing and more. All of this information will update automatically so you can always be up to date about your sales opportunities. Product portfpio will also be available in the Products tab in Miro, so you can easily find the right product at the right time while talking to a customer. You can add custom fields on Opportunity Stage Name field on Opportunity Stage Name & Custom field tab on related list page for Opportunity object. You can fill these custom fields from Opportunity Lookup field of Contact object. With this custom field you will be able to see opportunity stage name from Contact details page. This helps your sales team keep track of opportunities status and communicate with customer regarding the same quickly and easily. You can add custom fields on Opportunity Stage Name field on Opportunity Stage Name & Custom field tab on related list page for Opportunity object. You can fill these custom fields from Contact Lookup field of Account object. With this custom field you will be able to see opportunity stage name from Account details page. This helps your sales team keep track of opportunities status and communicate with customer regarding the same quickly and easily.

Benefits of Integration of Salesforce and Miro

I strongly recommend Salesforce because Salesforce CRM does not only allow you to store information about your customers but it also allows you to create reports on them to help you organize your business better. Furthermore, I recommend that you use Salesforce because it integrates with a lot of other programs that allow you to do things such as manage your online presence through social media marketing or manage your website through SEO. In addition to that, you can send deals via email through Salesforce and export your data into Excel spreadsheets to analyze it.

The process to integrate Salesforce and Miro 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.