Apex27 + Salesforce Integrations
Put Apex27 + Salesforce to work with AI and enterprise-grade automation
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Workflows you can build between Apex27 and Salesforce
See the kind of workflows teams build with Apex27 and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
Apex27 + Salesforce
When a new or updated lead is added in Apex27, sync the lead profile to Salesforce.
Sync newly created leads across CRM platforms
When a new lead is captured in Apex27, automatically create or update the matching contact in Salesforce to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Salesforce, update the corresponding opportunity stage in Apex27 for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Apex27, log a status update activity on the corresponding account record in Salesforce.
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Browse the full workflow library →
Looking to achieve something else with Apex27 and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Apex27 and Salesforce
Everything Apex27 and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
Apex27 Explore Apex27 →
Apex27 is an estate agency CRM software platform that helps property professionals manage listings, clients, sales, and lettings.
TriggersTriggers when a branch is added or updated inside Apex27.
Triggers when a sale (completion) is created or updated inside Apex27.
Triggers when a contact is created or updated inside Apex27.
Triggers when an issue is created or updated inside Apex27.
Triggered when a lead is created or updated inside Apex27.
Triggers when a listing is created or updated inside Apex27.
Creates a call log record in Apex27.
Creates a new contact or updates an existing contact in Apex27.
Creates a note linked to a contact
Creates or updates a lead inside Apex27
Creates a new listing, or updates an existing listing if you pass the existing listing ID
Creates or updates a listing note
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).
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
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 Apex27 + Salesforce
Is there a pre-built Apex27 + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Apex27 and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Apex27 or Salesforce connector?
No. The Agent works whether or not Apex27 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.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.