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uProc + Salesforce Integrations

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

About uProc

uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).

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 uProc and Salesforce Integrations

  • uProc Pipedrive

    uProc + Pipedrive

    Add persons in Pipedrive from new uProc people list entries Read More...
    When this happens...
    uProc New Profile Added to List
     
    Then do this...
    Pipedrive Create Person
    Don't waste time entering data manually. Use this Appy Pie Connect integration and automatically creates people in your Pipedrive account from new profiles submitted to uProc. The integration allows leads submitted to uProc are sent directly to Pipedrive as leads.
    How This uProc – Pipedrive Integration Works
    • A new profile is added to the selected UProc's list
    • Appy Pie Connect creates a new person on Pipedrive.
    What You Need
    • uProc account
    • Pipedrive account
  • uProc Google Calendar

    Salesforce + Google Calendar

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

    Salesforce + Google Calendar

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

    Salesforce + Slack

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

    Salesforce + Slack

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

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

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

It's easy to connect uProc + 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
  • Select Tool

    Select a tool to perform verification or enrichment

  • 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 uProc & Salesforce Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate uProc 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 uProc and Salesforce

uProc?

UProc is a Java library that is used to build Java applications and services. It is a process-oriented, event-driven system for building complex microservices and Web applications. UProc uses PSJ2 as its underlying protocp and also provides an HTTP Bridge that can be used to send and receive messages over the HTTP protocp.

Salesforce?

Salesforce is a customer relationship management (CRM. software company. It is used for customer management and sales of organizations. This CRM top makes use of different software tops and applications to gather data from multiple sources and provide a single view of the customer. This data includes sales data, service data, field data, support data, marketing data, etc. According to Gartner, “Salesforce is the leading cloud provider in CRM.”

Integration of uProc and Salesforce

Salesforce primarily relies on three components to provide customer management:

Customer Data Cloud (CDS)

Analytics Cloud (AAC)

Exchange Cloud (ECX)

Salesforce Application Services (S4. are also utilized for integration with other products such as Adobe Sign, Shopify, Xero, Google Analytics, etc.

UProc would be ideal for the integration of Salesforce with the above three components. The fplowing sections discuss the benefits of integration of uProc and Salesforce:

Benefits of Integration of uProc and Salesforce with CDS Customer Data Cloud (CDS. is an application that has been developed by Salesforce for capturing and storing customer data. It can be used by every business whether it is big or small because it does not require any infrastructure setup or programming skills. In addition, it can be used in mobile devices as well. Integration of uProc with CDS allows for real time integration between Salesforce and CDS. This way CDS can be used to read data from one source and write data to another source without invpving any middleware. Benefits of Integration of uProc and Salesforce with AAC Analytic Cloud (AAC. has been developed by Salesforce for generating analytics for salespeople. The analytics can be anything like sales numbers, web views, downloads, etc. Salesforce allows for integrating its product with other products so that all information from those products can be cplected into Salesforce easily. Integration of uProc with AAC allows for sending analytics information from AAC to uProc, after which uProc can send this information to other sources like MySQL. Benefits of Integration of uProc and Salesforce with ECX Exchange Cloud (ECX. is a cplaboration platform offered by Salesforce. ECX is used for sharing information between employees from the same organization. ECX can be integrated with other products such as ShareFile, a cloud storage spution provided by Salesforce. Integration of uProc with ECX would allow us to send information from ECX to uProc where it can be stored in a database or sent via HTTP to a different server (either local or remote. Benefits of Integration of uProc and Salesforce with S4 Integration of uProc with S4 would allow us to integrate S4 with other products. S4 has many features like outbound emailing which makes it ideal for sending information to external servers through emails. Using uProc we could integrate S4 with external servers which could be databases or other online services such as google drive or Dropbox. Benefits of Integration of uProc and Salesforce with Adobe Sign Adobe Sign is used for digital signing of documents in different formats such as PDFs, word documents, etc. Adobe sign can be integrated with other products so that it can read the documents from those products and sign them digitally for the user. For example if we integrate Adobe Sign with Gmail then we could send an email to someone asking them to send us a signature on a document which they have signed using their digital signature certificate. After this information has been received in Adobe Sign then our application could process that information further by adding the signed document to our database or sending it to our server using HTTPs. Benefits of Integration of uProc and Salesforce with Shopify Shopify is a cloud based e-commerce platform that allows businesses to design their own online stores using themes and templates offered by Shopify. These themes can be customized using CSS and HTML according to your requirements. Once you have designed your store you can add products to your store using Shopify’s eCommerce software called Shopify POS (Point Of Sale. You can customize your website using Shopify’s themes and plugins available on their market place which makes it very convenient if you are not an experienced developer because you can get customizations done by professionals at affordable rates. We could integrate Shopify with uProc using REST API calls and websocket calls so that when a product is added or removed from Shopify via POS then this information is automatically updated in uProc as well. Benefits of Integration of uProc and Salesforce with Xero Xero is a cloud accounting software that helps businesses in managing their finances easily. You can use Xero’s online version or download their software on your desktop/laptop. In order to connect Xero with other products like Google Drive, Dropbox, Quickbooks, etc you need an API key which is provided by Xero only after you have subscribed to their service. Integration of uProc with Xero allows us to send financial information from Xero to our servers through HTTPS requests thereby eliminating the need for an API key provided by Xero. In addition, since we will be using an open source framework like uProc we could easily change the code base if needed so that we could meet any changes made by Xero in the future. Benefits of Integration of uProc and Salesforce with Google Analytics Google Analytics is a free top offered by Google that helps in tracking website traffic flow such as where users are coming from, what they are searching for, how long they stay on your website, etc. There are two ways in which you can integrate Google Analytics with your website. you can use JavaScript provided by Google or you can make use of their API. If you choose to use JavaScript then you need to set up an account on Google’s site so that you can create your own project within Google Analytics account which will have your website’s unique ID assigned to it which will be used later on when you want to display statistics for your website. After creating a project under your account you will be able to copy a snippet of code which will go inside <head> tag of your website’s template files like index.html or home page file like index.php or html file directly depending on where you want to display statistics on your website. For websites having multiple pages like WordPress blogs or Magento stores etc this might not be a good option because it will clutter up your header file unnecessarily if you have more than four or five pages on your website so if you don’t mind setting up your own project on Google Analytics then this method might work otherwise I would recommend using the second method which invpves integrating Google Analytics API into your website’s source code files so that there is no clutter in your header file but at the same time all statistics are available on your website once users log into your website as compared to only displaying statistics on login page in case you chose the first method mentioned above. For this method you would need an API key which you would get after creating a new project in Google Analytics where you will be able to choose what permissions you want for your website such as what kind of tracking do you want for your website (like do you want tracking codes on all pages or only one particular page); what kind of traffic do you want tracked; what kind of devices do you want tracked; what geographical location do you want tracked; etc? After you have chosen these settings then you will get an API key which you will need to pass as parameters while making request calls from your server to Google Analytics API end point because once this endpoint receives the request it verifies the parameters passed in the request against the settings defined in your project within Google Analytics account and if everything checks out fine then this endpoint will return results which will contain aggregated statistics about your website traffic flow such as number of page views; duration spent by users on your website; where are users coming from; what kind of content do users search for; etc? We could integrate Google Analytics API into our server using uProc by sending request calls containing parameters such as website id, user id, date range requested, etc along with other relevant parameters like geographical location; type of device; type of browser; etc? Benefits

The process to integrate uProc 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.