Jumpstart with Ready-to-Use Salesforce Automations
How Salesforce Integrations Work with CloudQix

1. Connect Salesforce
Securely link your Salesforce
account to the CloudQix
platform.
2. Select a Trigger
Choose the event in
Salesforce that will
start your workflow.
3. Choose an Action
Decide what should happen
in another app when the
trigger occurs.
4. Customize & Test
Adjust any settings, test the
workflow, and make sure that
data flows correctly.
5. Automate Workflows
Run your workflow automatically,
track performance, and update
anytime — no coding needed.
Supported Salesforce Actions & Triggers
- Create, get, search, update, and delete contacts
- Create, get, and search accounts
- Create, get, search, update, and delete leads
- Test describe
Connect Salesforce to Any of These Apps
More eCommerce Integrations
Here are other popular integrations used by teams working with Salesforce:
- Apollo
- Hubspot
- QuickBooks
- Box
Ready to Automate
Salesforce Workflows?
Start your free trial today or speak to a specialist to see how CloudQix streamlines Salesforce workflows.












