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Salesforce + WHMCS Integrations

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

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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best Salesforce and WHMCS 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 + WHMCS in easier way

It's easy to connect Salesforce + WHMCS 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 Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Salesforce & WHMCS 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 WHMCS as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate WHMCS 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 WHMCS

  • Salesforce is the world’s leading CRM (Customer Relationship Management. spution that makes it easy for companies to connect with their customers and manage customer data. It is a cloud-based enterprise software, available for organizations of all sizes and in any vertical. It is developed by salesforce.com and was founded by Marc Benioff in 1999.
  • WHMCS is an online billing and support spution that enables hosting companies to easily setup and maintain online billing on their website. It allows the hosting companies to enhance their customer experience with their clients by providing them with detailed information about their invoices, usage, bandwidth, etc. The hosting company can easily customize the client portal according to their requirements and it is available in multiple languages. The spution is developed and maintained by WHMCS Ltd based in London, UK.
  • Integration of Salesforce and WHMCS

    Integration of Salesforce and WHMCS enables the hosting companies to provide their clients with effective web hosting services along with advanced customer relationship management sputions. Salesforce is used as the CRM spution while WHMCS is used as the billing spution. Integration between Salesforce and WHMCS enables the hosting companies to enhance the overall quality of services that they provide to their clients. They can now easily manage all of their billing related activities in a single platform. They can easily record the usage of bandwidth, storage, data transfer, etc., of each client and generate detailed expenses reports. Similarly, they can also record their client’s payment details in Salesforce and create invoices. This integration results in efficient business processes due to elimination of duplicate data entry work.

    Benefits of Integration of Salesforce and WHMCS

    Integration of Salesforce and WHMCS enables the hosting companies to offer a variety of benefits to their clients such as:

    The hosting companies can easily provide several advanced features through this integration to their clients such as usage monitoring, instant renewal reminders, bandwidth management, etc., which are not offered by any other hosting company. Thus, they can easily differentiate themselves from others and attract more clients.

    The hosted clients can easily view all their invoice details related to their hosting services, bandwidth usage, data transfer charges,etc., in a single dashboard using Salesforce. They can also see all the other important information related to their hosting services such as server details, storage details, etc., without having access to any other system. This helps them to monitor their accounts more effectively without having to contact the technical team repeatedly for getting these details. This ultimately improves their customer experience.

    The hosted customers can now manage their accounts seamlessly across multiple platforms through integration of Salesforce and WHMCS. They no longer need to login to different websites or applications for viewing their invoices or for creating new ones. This integration provides them with a unified view of all their account related activities across different systems.

    Since the hosted customers are provided with a single unified interface for managing all of their account related activities across different systems, this integration also results in efficient business processes within the organization. The employees are able to complete various tasks more quickly due to reduction in time spent on handling duplicated data entry work. Moreover, if any new features are added to the existing systems, then only one set of changes needs to be made for all such systems including Salesforce and WHMCS. Thus, there will be no risk of any errors due to manual changes made without proper testing or documentation.

    Salesforce and WHMCS integration enables the hosting companies to improve the overall quality of service that they can offer to their clients along with enhancing customer satisfaction levels. This integration helps in improving business processes by eliminating duplication of data entry work as well as reducing risks associated with manual changes done without proper testing or documentation due to lack of integration between various systems in an organization.

    The process to integrate Salesforce and WHMCS 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.