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Salesforce integration on A step-by-step guide
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Written by blinno

9. October 2023

Salesforce-Integration auf

By integrating Salesforce into, companies can optimise their workflows and make them more efficient. In this blog post, we provide you with all the important details about this integration.

How can I integrate Salesforce with

In today’s business world, it is crucial that different software applications can communicate seamlessly with each other. Salesforce and are two leading platforms that are widely used in many companies. The integration of these two tools can help to facilitate the exchange of information and increase productivity.

But what is Salesforce?

Salesforce is a powerful customer relationship management (CRM) platform that helps companies manage customer relationships, optimise sales processes and automate business workflows. With a variety of customisable and scalable tools, Salesforce offers solutions for marketing, customer service, analytics and sales automation. This makes Salesforce a comprehensive platform that promotes the growth and success of companies.

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Advantages of Salesforce integration on

One of the most important questions companies have is why they should integrate Salesforce with Here are some of the most important advantages:

1. more efficient communication:

The integration enables data to be exchanged seamlessly between Salesforce and This means that sales and marketing teams are able to share information more easily and stay up to date.

2. better management of leads and customers:

The integration allows you to track leads and customers in Salesforce while organising projects and tasks in This makes it much easier to manage customer relationships.

3. real-time updates:

You receive real-time updates and notifications about important events in both platforms. This ensures transparency and enables the teams to react quickly to changes.

4. improved reporting:

By combining data from Salesforce and, companies can create comprehensive reports and dashboards that provide business insights;

How to integrate Salesforce into

The integration of Salesforce into is relatively simple and does not require extensive technical expertise. Here are the basic steps:

Note: This integration is only available in the Enterprise package. To set up this integration, you must also have a Salesforce Enterprise or Unlimited subscription. Salesforce does not support integrations in its Essentials or Professional packages.

Before you can create and use this integration, a package must be installed on your Salesforce account. This message contains a link to the integration package. This package can only be installed by a Salesforce team member with the “API Enabled” authorisation. This is most likely your system administrator.

Once the package has been successfully installed, the integration with a board can be created by any Salesforce team member with “API Enabled” authorisation. Contact your system administrator for this authorisation.

Step 1

To do this, go to the selected board and click on the integration button at the top right of the screen: integration with Salesforce

The integration centre opens. Here you can see all the apps that are integrated with Select Salesforce in the centre: integration

Step 2

Now you can see the currently available formulas for the integration of Salesforce with In the second integration formula, Updates of existing objects that fulfil the specified conditions are also synchronised with integration panel

Step 3

When you click on one of the integration formulas, you will be prompted to enter your Salesforce subdomain: integration with Salesforce

Step 4

Set up your integration

Let’s look at an example to better understand how this integration works; We use the formula: If an object meets these conditions, create an item and synchronise all future changes from Salesforce. integration with Salesforce

Note: In this integration formula, updates to existing objects that fulfil the specified conditions are also synchronised with

Select an object that you want to synchronise. In this example we use “Lead”. integration with Salesforce

Note: Under “Object” you will see custom units, but it can take up to 3 minutes for custom objects to be synchronised. You can also synchronise user-defined fields when the element is assigned.

Under “Conditions” we select what we want to filter on our board. In this case, we filter for leads with the surname “Smith”: integration with Salesforce

You can add multiple “conditions”, but they will be “and-” and not “or-conditions”. This means that the integration reads all these conditions and only includes elements that fulfil all conditions. Currently, you can only set up multiple conditions with “and”.

Now select under “Element” which data should be assigned in each column when synchronising the lead. integration with Salesforce

Note: If you select which data should be assigned in the individual columns, the Salesforce integration column will be added automatically. When you add your integration, a tip will appear explaining the purpose of the column. The purpose is to maintain the connection between the parameters in both apps

Try it out to see if the integration really works.
When a new lead is created in Salesforce, an element is created on your board!


The integration of Salesforce into offers numerous advantages for companies that use both platforms. It enables more efficient collaboration, improves customer management and the ability to gain better insights into your business. With the right integration tools, this is a simple process that every company should consider in order to optimise their workflows. Try it out and experience how the collaboration between Salesforce and can take your business to the next level.

Do you need help?

As an official partner of, Blinno GmbH can help you to seamlessly integrate Salesforce into your workflow and customise the solution to your individual requirements. Our team of experts knows both and Salesforce, which enables us to optimise the integration for your organisation. We can analyse your workflow, identify automation opportunities and ensure that data flows smoothly between the two platforms. With our expertise, you can utilise the full potential of this integration, increase productivity and improve your business processes. Blog

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