Agillic + Salesforce Integrations
Put Agillic + Salesforce to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Agillic and Salesforce
See the kind of workflows teams build with Agillic and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Agillic + Salesforce
When OTM tables are retrieved in Agillic, update lead and contact data in Salesforce.
Enroll new CRM leads in marketing campaigns
When a new lead is created in Salesforce, automatically add them to an onboarding campaign in Agillic so they receive relevant marketing materials instantly.
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Create sales contacts from marketing leads
When a new lead is captured in Agillic, automatically create a matching contact record in Salesforce so your sales team can begin outreach.
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Tag active deals for targeted messaging
When a deal stage changes in Salesforce, automatically apply a strategic tag to the contact in Agillic to trigger tailored follow-up messages.
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Browse the full workflow library →
Looking to achieve something else with Agillic and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Agillic and Salesforce
Everything Agillic and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Agillic Explore Agillic →
Agillic is an omnichannel marketing automation platform that enables personalized digital communications and automated customer journeys.
TriggersGet the Available One-to-many tables from your Agillic instance
Achieves an Agillic Event for a specific Recipient. The event achieved can have various side-effects, configured in your Agillic Instance.
Deletes a Recipient
Create or updates a record in a recipient's One-to-Many Table
Truncate (removes all rows) from a Recipient's One-to-Many Table
Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.
Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
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Other CRM apps on Knit
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17hats
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1CRM
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AccuLynx
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Agillic + Salesforce
Is there a pre-built Agillic + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Agillic and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Agillic or Salesforce connector?
No. The Agent works whether or not Agillic or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Salesforce and Agillic work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Salesforce and Agillic to maintain compliance.